+96.2%
SMH vs GDX
+55.3%
+40.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.2% | +4.8% | +3.3% |
| 7D | +2.5% | -0.4% | +2.9% | +2.6% |
| 30D | -0.5% | +18.6% | -19.1% | -6.5% |
| 3M | -9.6% | +14.9% | -24.5% | -14.7% |
| 6M | +42.1% | -6.3% | +48.3% | +40.4% |
| YTD | +57.4% | +15.7% | +41.7% | +46.3% |
| 1Y | +96.2% | +54.8% | +41.4% | +70.5% |
| All | +96.2% | +55.3% | +40.9% | +70.5% |
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