+224.7%
GDXJ vs RBA
+198.1%
+26.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +2.0% | +1.5% |
| 7D | +0.9% | -1.9% | +2.8% | +1.4% |
| 30D | +8.8% | -13.0% | +21.8% | +12.1% |
| 3M | +29.8% | -23.1% | +53.0% | +36.6% |
| 6M | -5.8% | -22.6% | +16.8% | -1.1% |
| YTD | +13.6% | -20.4% | +34.0% | +18.5% |
| 1Y | +54.5% | -29.6% | +84.1% | +65.5% |
| 3Y | +301.4% | +26.6% | +274.8% | +274.0% |
| 5Y | +236.3% | +38.2% | +198.2% | +202.3% |
| All | +224.7% | +198.1% | +26.6% | +137.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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