+315.3%
GDX vs RGEN
+402.3%
-87.0%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.1% | +3.1% | +1.3% |
| 7D | +1.9% | -4.6% | +6.4% | +2.4% |
| 30D | +9.9% | +1.2% | +8.8% | +9.8% |
| 3M | +28.2% | +26.8% | +1.4% | +24.8% |
| 6M | -2.9% | +29.1% | -32.0% | -5.9% |
| YTD | +16.0% | +0.7% | +15.2% | +15.2% |
| 1Y | +49.9% | +39.1% | +10.8% | +44.3% |
| 3Y | +263.6% | +2.2% | +261.3% | +253.1% |
| 5Y | +233.6% | -44.0% | +277.6% | +231.3% |
| 10Y | +315.3% | +412.7% | -97.4% | +308.7% |
| All | +315.3% | +402.3% | -87.0% | +308.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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