+52.5%
SOXX vs GDX
+22.9%
+29.6%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +9.0% | -12.1% | -6.7% |
| 7D | -13.7% | +0.8% | -14.5% | -14.1% |
| 30D | -23.6% | -3.2% | -20.4% | -22.7% |
| 3M | -16.9% | +8.6% | -25.4% | -20.7% |
| 6M | -2.4% | -1.2% | -1.2% | -3.5% |
| YTD | +49.8% | -1.4% | +51.2% | +43.4% |
| 1Y | +52.5% | +24.8% | +27.7% | +24.3% |
| All | +52.5% | +22.9% | +29.6% | +24.3% |
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 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