+211.8%
GDXJ vs RACE
+832.2%
-620.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.6% | -5.6% | -4.5% |
| 7D | -6.2% | -2.2% | -4.0% | -5.6% |
| 30D | +4.6% | -0.4% | +5.0% | +4.8% |
| 3M | +31.3% | +17.9% | +13.4% | +25.2% |
| 6M | -10.7% | +19.3% | -30.0% | -15.1% |
| YTD | +9.1% | +11.9% | -2.8% | +5.1% |
| 1Y | +44.1% | -12.7% | +56.8% | +48.0% |
| 3Y | +285.4% | +41.1% | +244.3% | +235.4% |
| 5Y | +228.4% | +94.1% | +134.3% | +157.1% |
| All | +211.8% | +832.2% | -620.4% | +98.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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