-37.6%
SMCI vs GDX
+22.9%
-60.4%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +9.0% | -14.7% | -11.3% |
| 7D | -17.3% | +0.8% | -18.1% | -18.2% |
| 30D | -31.5% | -3.2% | -28.2% | -30.5% |
| 3M | -6.6% | +8.6% | -15.2% | -14.1% |
| 6M | +6.0% | -1.2% | +7.3% | +5.1% |
| YTD | +1.1% | -1.4% | +2.5% | -0.2% |
| 1Y | -37.6% | +24.8% | -62.3% | -45.3% |
| All | -37.6% | +22.9% | -60.4% | -45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GDX.
Daily Out/Under-Performance
Portfolio return minus GDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GDX 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 1y: compounded portfolio wealth divided by compounded GDX 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…
1y analysis · Full analysis span regression · 6 months rolling