+43.4%
SMH vs GDX
+22.9%
+20.5%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +9.0% | -11.8% | -5.9% |
| 7D | -11.2% | +0.8% | -11.9% | -11.5% |
| 30D | -20.4% | -3.2% | -17.2% | -19.6% |
| 3M | -12.4% | +8.6% | -21.0% | -15.9% |
| 6M | -0.5% | -1.2% | +0.7% | -1.5% |
| YTD | +40.0% | -1.4% | +41.4% | +34.4% |
| 1Y | +43.4% | +24.8% | +18.6% | +19.5% |
| All | +43.4% | +22.9% | +20.5% | +19.5% |
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