+59.7%
GDXJ vs RGEN
+45.2%
+14.5%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.2% | -1.3% | -2.1% |
| 7D | +0.2% | -4.9% | +5.1% | +1.9% |
| 30D | +17.9% | +5.7% | +12.2% | +16.2% |
| 3M | +15.3% | +32.4% | -17.1% | +6.0% |
| 6M | -9.4% | +33.2% | -42.6% | -18.0% |
| YTD | +13.4% | +2.3% | +11.1% | +12.4% |
| 1Y | +59.7% | +39.0% | +20.7% | +57.2% |
| All | +59.7% | +45.2% | +14.5% | +57.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 1y: compounded portfolio wealth divided by compounded RGEN 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…
1y analysis · Full analysis span regression · 6 months rolling