+599.6%
GDX vs SPMO
+572.4%
+27.2%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.6% | -3.8% | -2.8% |
| 7D | -0.4% | +2.0% | -2.4% | -1.1% |
| 30D | +18.6% | -0.4% | +19.0% | +18.7% |
| 3M | +14.9% | -1.9% | +16.8% | +15.5% |
| 6M | -6.3% | +25.0% | -31.3% | -13.1% |
| YTD | +15.7% | +26.0% | -10.3% | +7.1% |
| 1Y | +54.8% | +28.7% | +26.2% | +42.5% |
| 3Y | +253.4% | +160.9% | +92.5% | +161.7% |
| 5Y | +219.7% | +147.9% | +71.8% | +137.5% |
| 10Y | +300.2% | +518.9% | -218.7% | +202.1% |
| All | +599.6% | +572.4% | +27.2% | +457.3% |
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