+42.5%
GDXJ vs RGEN
+38.7%
+3.8%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.8% | +1.0% |
| 7D | -2.8% | -1.4% | -1.4% | -2.3% |
| 30D | +5.0% | -0.3% | +5.3% | +5.3% |
| 3M | +24.1% | +23.9% | +0.2% | +16.5% |
| 6M | -7.4% | +38.5% | -45.9% | -17.3% |
| YTD | +10.2% | +0.8% | +9.4% | +9.8% |
| 1Y | +42.5% | +38.2% | +4.3% | +37.5% |
| All | +42.5% | +38.7% | +3.8% | +37.5% |
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