+228.4%
GDXJ vs SNPS
+18.4%
+210.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.0% | -5.0% | -4.2% |
| 7D | -6.2% | -4.6% | -1.6% | -5.3% |
| 30D | +4.6% | -3.3% | +8.0% | +5.2% |
| 3M | +31.3% | -13.8% | +45.0% | +34.7% |
| 6M | -10.7% | -8.2% | -2.5% | -9.6% |
| YTD | +9.1% | -15.4% | +24.5% | +11.9% |
| 1Y | +44.1% | +2.4% | +41.7% | +42.0% |
| 3Y | +285.4% | -13.5% | +298.9% | +260.2% |
| 5Y | +228.4% | +19.5% | +208.9% | +163.0% |
| All | +228.4% | +18.4% | +210.0% | +163.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 SNPS 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