+228.9%
GDX vs SHOP
-6.7%
+235.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -2.1% |
| 7D | -0.4% | -5.1% | +4.7% | +0.1% |
| 30D | +18.6% | +0.6% | +18.0% | +18.5% |
| 3M | +14.9% | +25.0% | -10.2% | +12.3% |
| 6M | -6.3% | +11.9% | -18.2% | -7.8% |
| YTD | +15.7% | -9.9% | +25.6% | +15.6% |
| 1Y | +54.8% | 0.0% | +54.9% | +53.2% |
| 3Y | +253.4% | +117.5% | +135.9% | +220.8% |
| All | +228.9% | -6.7% | +235.5% | +184.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling