+86.8%
SMH vs GDX
+43.4%
+43.5%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.5% | +1.0% | -1.3% |
| 7D | +1.4% | -5.4% | +6.8% | +3.2% |
| 30D | -2.2% | +6.6% | -8.8% | -4.6% |
| 3M | -1.9% | +30.1% | -32.0% | -11.3% |
| 6M | +41.0% | -7.1% | +48.1% | +40.1% |
| YTD | +55.6% | +12.0% | +43.6% | +46.2% |
| 1Y | +86.8% | +41.2% | +45.6% | +61.0% |
| All | +86.8% | +43.4% | +43.5% | +61.0% |
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