+11.9%
GDX vs RGEN
+18.8%
-6.9%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.7% | -1.2% |
| 7D | +0.7% | -3.1% | +3.9% | +1.7% |
| 30D | -3.8% | +0.1% | -3.8% | -4.0% |
| 3M | -5.4% | +4.8% | -10.2% | -7.7% |
| 6M | -12.7% | +48.9% | -61.6% | -24.4% |
| YTD | -0.7% | +5.3% | -6.0% | +3.7% |
| 1Y | +11.9% | +12.5% | -0.6% | +12.7% |
| All | +11.9% | +18.8% | -6.9% | +12.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling