-37.6%
SMCI vs GDXJ
+19.5%
-57.0%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +9.6% | -15.3% | -11.4% |
| 7D | -17.3% | -0.2% | -17.2% | -17.7% |
| 30D | -31.5% | -7.6% | -23.9% | -28.6% |
| 3M | -6.6% | +2.3% | -8.9% | -10.8% |
| 6M | +6.0% | -7.8% | +13.8% | +9.1% |
| YTD | +1.1% | -8.4% | +9.5% | +2.7% |
| 1Y | -37.6% | +21.8% | -59.3% | -46.2% |
| All | -37.6% | +19.5% | -57.0% | -46.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GDXJ.
Daily Out/Under-Performance
Portfolio return minus GDXJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GDXJ 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 GDXJ 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