+236.3%
GDXJ vs RCAT
+184.3%
+52.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -6.5% | +7.8% | +1.7% |
| 7D | +0.9% | -2.3% | +3.2% | +1.0% |
| 30D | +8.8% | -18.7% | +27.5% | +9.9% |
| 3M | +29.8% | -29.3% | +59.1% | +31.7% |
| 6M | -5.8% | -42.3% | +36.5% | -4.1% |
| YTD | +13.6% | +2.5% | +11.1% | +13.3% |
| 1Y | +54.5% | -5.7% | +60.2% | +53.9% |
| 3Y | +301.4% | +764.9% | -463.5% | +265.1% |
| 5Y | +236.3% | +182.3% | +54.1% | +208.5% |
| All | +236.3% | +184.3% | +52.1% | +208.5% |
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