+324.2%
SMH vs GDX
+222.1%
+102.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.5% | +1.0% | -1.5% |
| 7D | +1.4% | -5.4% | +6.8% | +2.9% |
| 30D | -2.2% | +6.6% | -8.8% | -4.2% |
| 3M | -1.9% | +30.1% | -32.0% | -9.5% |
| 6M | +41.0% | -7.1% | +48.1% | +41.7% |
| YTD | +55.6% | +12.0% | +43.6% | +48.2% |
| 1Y | +86.8% | +41.2% | +45.6% | +66.9% |
| 3Y | +277.7% | +251.0% | +26.7% | +160.2% |
| 5Y | +324.2% | +226.7% | +97.4% | +187.3% |
| All | +324.2% | +222.1% | +102.0% | +187.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling