+214.2%
GDX vs SWKS
+1,544.9%
-1,330.8%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.5% | -5.7% | -2.7% |
| 7D | -0.4% | +12.5% | -12.9% | -2.2% |
| 30D | +18.6% | +10.5% | +8.1% | +16.8% |
| 3M | +14.9% | -7.4% | +22.3% | +16.0% |
| 6M | -6.3% | +32.7% | -38.9% | -10.9% |
| YTD | +15.7% | +19.2% | -3.4% | +11.5% |
| 1Y | +54.8% | +2.4% | +52.5% | +52.5% |
| 3Y | +253.4% | -25.6% | +279.1% | +256.0% |
| 5Y | +219.7% | -53.4% | +273.1% | +238.9% |
| 10Y | +300.2% | +23.2% | +277.0% | +251.9% |
| All | +214.2% | +1,544.9% | -1,330.8% | +62.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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