+24.8%
GDX vs SOXQ
+45.5%
-20.7%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -3.1% | +12.1% | +10.5% |
| 7D | +0.8% | -12.1% | +12.9% | +7.1% |
| 30D | -3.2% | -22.0% | +18.8% | +8.9% |
| 3M | +8.6% | -15.6% | +24.1% | +17.1% |
| 6M | -1.2% | -2.4% | +1.1% | -6.9% |
| YTD | -1.4% | +45.4% | -46.7% | -27.1% |
| 1Y | +24.8% | +47.7% | -22.9% | -9.4% |
| All | +24.8% | +45.5% | -20.7% | -9.4% |
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