+282.9%
SMH vs GDXJ
+285.5%
-2.6%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.4% | +1.2% |
| 7D | +0.3% | -2.8% | +3.1% | +1.1% |
| 30D | -2.8% | +5.0% | -7.7% | -4.4% |
| 3M | -6.7% | +24.1% | -30.8% | -13.0% |
| 6M | +41.8% | -7.4% | +49.1% | +41.7% |
| YTD | +57.9% | +10.2% | +47.6% | +50.0% |
| 1Y | +87.6% | +42.5% | +45.1% | +66.2% |
| 3Y | +282.9% | +285.7% | -2.8% | +165.2% |
| All | +282.9% | +285.5% | -2.6% | +165.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling