+227.7%
GDX vs SNPS
+16.7%
+210.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.8% |
| 7D | +4.0% | -5.5% | +9.4% | +4.8% |
| 30D | +9.5% | -5.8% | +15.2% | +10.4% |
| 3M | +25.1% | -17.2% | +42.3% | +28.4% |
| 6M | -2.9% | -10.4% | +7.4% | -1.7% |
| YTD | +14.7% | -16.5% | +31.3% | +17.2% |
| 1Y | +47.4% | -35.6% | +83.1% | +53.1% |
| 3Y | +259.7% | -14.6% | +274.3% | +242.7% |
| 5Y | +227.7% | +16.5% | +211.2% | +174.9% |
| All | +227.7% | +16.7% | +210.9% | +174.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 SNPS 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