+596.5%
GDXJ vs RACE
+647.6%
-51.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.9% | -0.6% | -2.0% |
| 7D | +0.2% | -2.5% | +2.7% | +0.9% |
| 30D | +17.9% | +0.8% | +17.1% | +17.7% |
| 3M | +15.3% | +17.2% | -1.8% | +10.6% |
| 6M | -9.4% | +13.6% | -23.0% | -12.5% |
| YTD | +13.4% | +12.2% | +1.2% | +9.5% |
| 1Y | +59.7% | -16.3% | +75.9% | +65.5% |
| 3Y | +283.6% | +36.4% | +247.1% | +241.6% |
| 5Y | +217.6% | +95.0% | +122.6% | +154.5% |
| 10Y | +225.7% | +813.2% | -587.6% | +108.7% |
| All | +596.5% | +647.6% | -51.1% | +352.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling