+4,495.9%
SMCI vs GDX
+192.0%
+4,303.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.5% | +1.9% |
| 7D | +9.7% | +4.0% | +5.7% | +8.8% |
| 30D | +29.3% | +9.5% | +19.9% | +27.0% |
| 3M | -8.5% | +25.1% | -33.6% | -12.1% |
| 6M | +28.6% | -2.9% | +31.5% | +29.6% |
| YTD | +37.5% | +14.7% | +22.8% | +34.8% |
| 1Y | +0.5% | +47.4% | -46.9% | -5.4% |
| 3Y | +43.4% | +259.7% | -216.2% | +17.3% |
| 5Y | +1,008.2% | +227.7% | +780.5% | +804.1% |
| 10Y | +1,776.0% | +289.0% | +1,487.1% | +1,348.3% |
| All | +4,495.9% | +192.0% | +4,303.9% | +3,153.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling