+226.7%
GDX vs SPMO
+145.0%
+81.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.8% | -1.6% | -2.4% |
| 7D | -5.4% | +0.1% | -5.5% | -5.4% |
| 30D | +6.6% | -0.7% | +7.3% | +6.9% |
| 3M | +30.1% | +2.8% | +27.3% | +27.4% |
| 6M | -7.1% | +24.4% | -31.5% | -17.1% |
| YTD | +12.0% | +24.2% | -12.2% | 0.0% |
| 1Y | +41.2% | +24.5% | +16.7% | +26.1% |
| 3Y | +251.0% | +155.6% | +95.4% | +117.9% |
| 5Y | +226.7% | +148.2% | +78.6% | +95.5% |
| All | +226.7% | +145.0% | +81.8% | +95.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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