+233.2%
GDXJ vs RBA
+204.3%
+28.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.5% | -3.2% | -4.3% |
| 7D | -4.9% | -0.5% | -4.4% | -4.8% |
| 30D | -10.0% | +6.8% | -16.8% | -11.4% |
| 3M | -16.6% | +9.5% | -26.1% | -18.5% |
| 6M | -23.3% | -8.2% | -15.1% | -22.6% |
| YTD | -12.4% | -7.7% | -4.7% | -11.8% |
| 1Y | +0.5% | -6.9% | +7.4% | +1.0% |
| 3Y | +220.5% | +61.6% | +158.8% | +182.9% |
| 5Y | +124.7% | +44.7% | +80.0% | +99.9% |
| All | +233.2% | +204.3% | +28.9% | +154.8% |
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