+289.0%
GDX vs SHOP
+3,040.5%
-2,751.6%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -7.6% | +6.7% | -0.1% |
| 7D | +4.0% | -4.1% | +8.0% | +4.4% |
| 30D | +9.5% | -11.5% | +21.0% | +10.7% |
| 3M | +25.1% | +21.1% | +4.0% | +22.5% |
| 6M | -2.9% | +3.0% | -5.9% | -3.8% |
| YTD | +14.7% | -16.7% | +31.4% | +15.6% |
| 1Y | +47.4% | -8.3% | +55.7% | +47.0% |
| 3Y | +259.7% | +112.8% | +146.9% | +222.5% |
| 5Y | +227.7% | -9.3% | +236.9% | +201.4% |
| 10Y | +289.0% | +3,003.4% | -2,714.5% | +130.4% |
| All | +289.0% | +3,040.5% | -2,751.6% | +130.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling