+571.1%
GDXJ vs SPMO
+562.6%
+8.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.8% | -2.1% | -3.0% |
| 7D | -6.2% | +0.1% | -6.3% | -6.3% |
| 30D | +4.6% | -0.7% | +5.3% | +5.0% |
| 3M | +31.3% | +2.8% | +28.4% | +29.1% |
| 6M | -10.7% | +24.4% | -35.1% | -19.5% |
| YTD | +9.1% | +24.2% | -15.1% | -1.6% |
| 1Y | +44.1% | +24.5% | +19.6% | +30.1% |
| 3Y | +285.4% | +155.6% | +129.8% | +146.9% |
| 5Y | +228.4% | +148.2% | +80.2% | +111.3% |
| 10Y | +226.5% | +514.8% | -288.3% | +104.3% |
| All | +571.1% | +562.6% | +8.5% | +350.4% |
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