+475.4%
GDX vs SPMO
+495.2%
-19.8%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.6% | +1.3% | +0.3% |
| 7D | -6.8% | +6.3% | -13.2% | -9.0% |
| 30D | -2.1% | -8.9% | +6.8% | +1.2% |
| 3M | -7.5% | -13.2% | +5.7% | -2.6% |
| 6M | -15.2% | -9.3% | -5.9% | -12.1% |
| YTD | -4.8% | +11.6% | -16.4% | -7.9% |
| 1Y | +6.7% | +13.4% | -6.7% | +2.8% |
| 3Y | +212.7% | +122.9% | +89.9% | +144.9% |
| 5Y | +151.7% | +113.9% | +37.7% | +96.7% |
| 10Y | +330.3% | +460.5% | -130.2% | +241.8% |
| All | +475.4% | +495.2% | -19.8% | +379.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling