+286.8%
SMH vs GDX
+258.3%
+28.6%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -0.2% |
| 7D | +4.3% | +1.9% | +2.4% | +3.7% |
| 30D | +0.9% | +9.9% | -9.1% | -2.1% |
| 3M | -2.8% | +28.2% | -31.0% | -10.2% |
| 6M | +45.6% | -2.9% | +48.5% | +44.0% |
| YTD | +59.5% | +16.0% | +43.5% | +50.4% |
| 1Y | +93.4% | +49.9% | +43.6% | +71.1% |
| All | +286.8% | +258.3% | +28.6% | +181.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling