+315.3%
GDX vs SIMO
+548.4%
-233.1%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.1% | -1.0% | +0.9% |
| 7D | +1.9% | +14.5% | -12.6% | +0.5% |
| 30D | +9.9% | +20.4% | -10.5% | +7.8% |
| 3M | +28.2% | +7.1% | +21.1% | +26.0% |
| 6M | -2.9% | +129.2% | -132.1% | -12.1% |
| YTD | +16.0% | +201.9% | -186.0% | +1.7% |
| 1Y | +49.9% | +235.5% | -185.6% | +29.9% |
| 3Y | +263.6% | +463.8% | -200.3% | +197.4% |
| 5Y | +233.6% | +306.7% | -73.1% | +175.3% |
| 10Y | +315.3% | +579.5% | -264.1% | +219.6% |
| All | +315.3% | +548.4% | -233.1% | +219.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded SIMO 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling