+113.9%
SOXX vs GDXJ
+58.9%
+55.0%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.5% | +6.0% | +4.4% |
| 7D | +2.2% | +0.2% | +2.0% | +2.0% |
| 30D | -2.0% | +17.9% | -19.9% | -8.1% |
| 3M | -13.7% | +15.3% | -29.0% | -19.1% |
| 6M | +52.4% | -9.4% | +61.8% | +51.4% |
| YTD | +72.8% | +13.4% | +59.4% | +60.3% |
| 1Y | +113.9% | +59.7% | +54.2% | +84.5% |
| All | +113.9% | +58.9% | +55.0% | +84.5% |
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