+3,013.1%
SOXX vs GDX
+209.9%
+2,803.3%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.5% | +0.7% | -2.1% |
| 7D | +3.0% | -5.4% | +8.4% | +4.1% |
| 30D | -3.1% | +6.6% | -9.7% | -4.5% |
| 3M | -4.4% | +30.1% | -34.5% | -9.2% |
| 6M | +52.9% | -7.1% | +60.0% | +54.1% |
| YTD | +72.0% | +12.0% | +60.0% | +67.3% |
| 1Y | +105.1% | +41.2% | +63.9% | +91.2% |
| 3Y | +220.6% | +251.0% | -30.4% | +153.1% |
| 5Y | +244.8% | +226.7% | +18.1% | +171.7% |
| 10Y | +1,537.1% | +301.0% | +1,236.2% | +1,100.7% |
| All | +3,013.1% | +209.9% | +2,803.3% | +1,836.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling