+43.4%
SMH vs GDXJ
+19.5%
+23.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +9.6% | -12.4% | -5.9% |
| 7D | -11.2% | -0.2% | -11.0% | -11.2% |
| 30D | -20.4% | -7.6% | -12.9% | -18.5% |
| 3M | -12.4% | +2.3% | -14.7% | -14.0% |
| 6M | -0.5% | -7.8% | +7.3% | +0.3% |
| YTD | +40.0% | -8.4% | +48.4% | +37.0% |
| 1Y | +43.4% | +21.8% | +21.6% | +18.8% |
| All | +43.4% | +19.5% | +23.9% | +18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GDXJ.
Daily Out/Under-Performance
Portfolio return minus GDXJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GDXJ 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 GDXJ 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