+281.7%
GDXJ vs RGEN
+1.9%
+279.8%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.2% | -3.8% | -3.9% |
| 7D | -6.2% | -2.9% | -3.3% | -5.7% |
| 30D | +4.6% | -0.1% | +4.7% | +4.8% |
| 3M | +31.3% | +25.9% | +5.3% | +26.0% |
| 6M | -10.7% | +35.2% | -45.9% | -15.7% |
| YTD | +9.1% | +0.5% | +8.6% | +7.9% |
| 1Y | +44.1% | +37.0% | +7.2% | +36.8% |
| All | +281.7% | +1.9% | +279.8% | +289.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling