+171.9%
GDX vs SOXQ
+286.7%
-114.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.8% | -0.7% | +0.6% |
| 7D | -2.2% | +0.8% | -2.9% | -2.4% |
| 30D | +6.8% | -4.6% | +11.3% | +8.1% |
| 3M | +24.9% | -10.2% | +35.1% | +27.7% |
| 6M | -4.2% | +49.7% | -53.9% | -15.0% |
| YTD | +13.2% | +67.2% | -54.0% | -2.1% |
| 1Y | +40.2% | +98.0% | -57.8% | +16.4% |
| 3Y | +249.6% | +237.2% | +12.4% | +147.3% |
| 5Y | +230.4% | +261.3% | -30.9% | +106.6% |
| All | +171.9% | +286.7% | -114.8% | +66.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling