+1,537.1%
SOXX vs GDXJ
+237.3%
+1,299.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.1% | +0.8% | +1.6% |
| 7D | +1.4% | -2.8% | +4.2% | +2.0% |
| 30D | -3.6% | +5.0% | -8.5% | -4.8% |
| 3M | -10.2% | +24.1% | -34.2% | -14.5% |
| 6M | +54.2% | -7.4% | +61.6% | +55.0% |
| YTD | +75.2% | +10.2% | +65.0% | +69.7% |
| 1Y | +107.5% | +42.5% | +65.0% | +90.9% |
| 3Y | +226.8% | +285.7% | -59.0% | +147.7% |
| 5Y | +251.2% | +231.9% | +19.4% | +167.3% |
| All | +1,537.1% | +237.3% | +1,299.8% | +1,155.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling