+54.8%
GDX vs SOXQ
+111.3%
-56.5%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.4% | -5.6% | -3.8% |
| 7D | -0.4% | +2.3% | -2.7% | -1.5% |
| 30D | +18.6% | -2.3% | +20.9% | +19.7% |
| 3M | +14.9% | -13.8% | +28.6% | +21.2% |
| 6M | -6.3% | +48.6% | -54.9% | -29.9% |
| YTD | +15.7% | +66.0% | -50.3% | -17.8% |
| 1Y | +54.8% | +107.9% | -53.0% | +1.7% |
| All | +54.8% | +111.3% | -56.5% | +1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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