+349.2%
GDX vs RGEN
+450.6%
-101.5%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.7% | -1.4% |
| 7D | +0.7% | -3.1% | +3.9% | +1.1% |
| 30D | -3.8% | +0.1% | -3.8% | -3.8% |
| 3M | -5.4% | +4.8% | -10.2% | -6.1% |
| 6M | -12.7% | +48.9% | -61.6% | -16.8% |
| YTD | -0.7% | +5.3% | -6.0% | -2.0% |
| 1Y | +11.9% | +12.5% | -0.6% | +9.7% |
| 3Y | +223.9% | +17.0% | +206.9% | +210.3% |
| 5Y | +163.2% | -35.4% | +198.5% | +158.5% |
| 10Y | +349.2% | +434.6% | -85.4% | +335.3% |
| All | +349.2% | +450.6% | -101.5% | +335.3% |
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