+24.8%
GDX vs SHOP
-6.2%
+30.9%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +7.3% | +1.7% | +7.4% |
| 7D | +0.8% | -9.0% | +9.8% | +2.7% |
| 30D | -3.2% | -4.4% | +1.2% | -2.4% |
| 3M | +8.6% | +24.1% | -15.6% | +3.8% |
| 6M | -1.2% | +20.0% | -21.2% | -5.5% |
| YTD | -1.4% | -4.9% | +3.6% | -0.4% |
| 1Y | +24.8% | -4.9% | +29.7% | +25.8% |
| All | +24.8% | -6.2% | +30.9% | +25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SHOP.
Daily Out/Under-Performance
Portfolio return minus SHOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHOP 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 1y: compounded portfolio wealth divided by compounded SHOP 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…
1y analysis · Full analysis span regression · 6 months rolling