+215.1%
GDXJ vs SPMO
+517.6%
-302.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.5% | +0.8% |
| 7D | -2.8% | -0.9% | -1.9% | -2.3% |
| 30D | +5.0% | -1.9% | +6.9% | +6.1% |
| 3M | +24.1% | -1.4% | +25.4% | +24.6% |
| 6M | -7.4% | +25.5% | -32.8% | -17.5% |
| YTD | +10.2% | +24.8% | -14.6% | -1.5% |
| 1Y | +42.5% | +24.5% | +18.0% | +27.8% |
| 3Y | +285.7% | +157.1% | +128.6% | +138.6% |
| 5Y | +231.9% | +149.5% | +82.4% | +106.4% |
| All | +215.1% | +517.6% | -302.5% | +67.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling