+227.7%
GDX vs RGEN
-42.7%
+270.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.4% | -0.9% |
| 7D | +4.0% | -0.9% | +4.8% | +4.1% |
| 30D | +9.5% | +2.8% | +6.7% | +9.1% |
| 3M | +25.1% | +34.5% | -9.4% | +19.6% |
| 6M | -2.9% | +40.5% | -43.4% | -8.1% |
| YTD | +14.7% | +2.8% | +11.9% | +13.4% |
| 1Y | +47.4% | +39.6% | +7.8% | +40.1% |
| 3Y | +259.7% | +4.4% | +255.3% | +245.7% |
| 5Y | +227.7% | -42.8% | +270.4% | +212.2% |
| All | +227.7% | -42.7% | +270.4% | +212.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling