+226.7%
GDX vs SOXQ
+251.3%
-24.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.6% | -0.8% | -2.7% |
| 7D | -5.4% | +2.3% | -7.7% | -6.0% |
| 30D | +6.6% | -3.9% | +10.5% | +7.7% |
| 3M | +30.1% | -4.7% | +34.8% | +30.7% |
| 6M | -7.1% | +47.9% | -55.0% | -17.2% |
| YTD | +12.0% | +64.3% | -52.4% | -2.6% |
| 1Y | +41.2% | +95.7% | -54.5% | +17.9% |
| 3Y | +251.0% | +231.5% | +19.5% | +150.7% |
| 5Y | +226.7% | +255.0% | -28.2% | +106.7% |
| All | +226.7% | +251.3% | -24.6% | +106.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling