+243.8%
HPQ vs GDXJ
+237.3%
+6.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +1.1% | +7.3% | +8.3% |
| 7D | +9.8% | -2.8% | +12.6% | +10.1% |
| 30D | +22.4% | +5.0% | +17.4% | +21.4% |
| 3M | +45.2% | +24.1% | +21.1% | +41.0% |
| 6M | +96.4% | -7.4% | +103.8% | +96.2% |
| YTD | +65.4% | +10.2% | +55.2% | +60.9% |
| 1Y | +31.6% | +42.5% | -11.0% | +23.5% |
| 3Y | +37.0% | +285.7% | -248.7% | +11.4% |
| 5Y | +53.0% | +231.9% | -178.9% | +24.5% |
| All | +243.8% | +237.3% | +6.6% | +187.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GDXJ.
Daily Out/Under-Performance
Portfolio return minus GDXJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GDXJ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded GDXJ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling