+123.6%
GDXJ vs RCAT
+41.8%
+81.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.4% | +2.8% | -0.4% |
| 7D | -8.1% | -5.9% | -2.2% | -7.7% |
| 30D | -5.5% | -19.7% | +14.2% | -4.4% |
| 3M | -14.6% | -62.9% | +48.3% | -9.6% |
| 6M | -23.2% | -59.6% | +36.4% | -19.5% |
| YTD | -13.0% | -52.1% | +39.1% | -9.4% |
| 1Y | +2.8% | -50.9% | +53.7% | +6.7% |
| 3Y | +221.5% | +333.8% | -112.3% | +198.7% |
| All | +123.6% | +41.8% | +81.9% | +115.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling