+285.7%
GDXJ vs SOXQ
+232.9%
+52.8%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.8% | -0.7% | +0.4% |
| 7D | -2.8% | +0.8% | -3.6% | -3.1% |
| 30D | +5.0% | -4.6% | +9.5% | +6.8% |
| 3M | +24.1% | -10.2% | +34.2% | +27.7% |
| 6M | -7.4% | +49.7% | -57.0% | -20.5% |
| YTD | +10.2% | +67.2% | -57.0% | -8.4% |
| 1Y | +42.5% | +98.0% | -55.5% | +13.1% |
| 3Y | +285.7% | +237.2% | +48.6% | +154.7% |
| All | +285.7% | +232.9% | +52.8% | +154.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 3y: compounded portfolio wealth divided by compounded SOXQ 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…
3y analysis · Full analysis span regression · 6 months rolling