+211.8%
GDXJ vs RCAT
-98.5%
+310.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -4.0% |
| 7D | -6.2% | -5.4% | -0.8% | -6.2% |
| 30D | +4.6% | -24.2% | +28.8% | +4.8% |
| 3M | +31.3% | -25.8% | +57.1% | +31.5% |
| 6M | -10.7% | -44.9% | +34.2% | -10.4% |
| YTD | +9.1% | +1.9% | +7.2% | +9.0% |
| 1Y | +44.1% | -5.2% | +49.3% | +44.0% |
| 3Y | +285.4% | +759.6% | -474.2% | +279.2% |
| 5Y | +228.4% | +187.5% | +40.8% | +223.6% |
| All | +211.8% | -98.5% | +310.3% | +217.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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