+3,726.0%
SMCI vs GDXJ
+69.0%
+3,657.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.0% | 0.0% | -3.3% |
| 7D | -1.3% | -6.2% | +4.9% | -0.2% |
| 30D | +18.3% | +4.6% | +13.7% | +17.1% |
| 3M | +27.7% | +31.3% | -3.6% | +21.3% |
| 6M | +17.6% | -10.7% | +28.3% | +20.1% |
| YTD | +27.7% | +9.1% | +18.6% | +26.3% |
| 1Y | -14.9% | +44.1% | -59.0% | -19.4% |
| 3Y | +33.2% | +285.4% | -252.2% | +8.7% |
| 5Y | +921.6% | +228.4% | +693.2% | +737.3% |
| 10Y | +1,672.4% | +226.5% | +1,445.9% | +1,299.0% |
| All | +3,726.0% | +69.0% | +3,657.0% | +2,955.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling