+6.7%
GDX vs SMR
-81.8%
+88.5%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.3% | +3.1% | +0.5% |
| 7D | -6.8% | -8.3% | +1.5% | -5.0% |
| 30D | -2.1% | -20.1% | +18.0% | +2.0% |
| 3M | -7.5% | -52.7% | +45.2% | +7.0% |
| 6M | -15.2% | -61.0% | +45.9% | +0.8% |
| YTD | -4.8% | -67.1% | +62.3% | +16.7% |
| 1Y | +6.7% | -79.9% | +86.6% | +40.7% |
| All | +6.7% | -81.8% | +88.5% | +40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SMR.
Daily Out/Under-Performance
Portfolio return minus SMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMR 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 SMR 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