+44.6%
SMCI vs GDXJ
+285.5%
-240.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.1% | +6.2% | +6.8% |
| 7D | +1.3% | -2.8% | +4.1% | +2.7% |
| 30D | +6.6% | +5.0% | +1.7% | +3.5% |
| 3M | +25.4% | +24.1% | +1.4% | +11.5% |
| 6M | +26.1% | -7.4% | +33.5% | +27.8% |
| YTD | +37.0% | +10.2% | +26.8% | +29.9% |
| 1Y | -8.8% | +42.5% | -51.3% | -21.1% |
| 3Y | +44.6% | +285.7% | -241.1% | -23.4% |
| All | +44.6% | +285.5% | -240.9% | -23.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling