+215.1%
GDXJ vs RGEN
+415.7%
-200.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.8% | +1.0% |
| 7D | -2.8% | -1.4% | -1.4% | -2.6% |
| 30D | +5.0% | -0.3% | +5.3% | +5.1% |
| 3M | +24.1% | +23.9% | +0.2% | +20.1% |
| 6M | -7.4% | +38.5% | -45.9% | -12.0% |
| YTD | +10.2% | +0.8% | +9.4% | +9.4% |
| 1Y | +42.5% | +38.2% | +4.3% | +35.6% |
| 3Y | +285.7% | +1.3% | +284.4% | +271.6% |
| 5Y | +231.9% | -44.0% | +275.9% | +231.7% |
| All | +215.1% | +415.7% | -200.6% | +206.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling