+77.5%
GDXJ vs RGEN
+3,284.1%
-3,206.7%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.7% | -1.2% |
| 7D | +4.3% | -0.9% | +5.2% | +4.4% |
| 30D | +8.4% | +2.8% | +5.6% | +8.2% |
| 3M | +25.5% | +34.5% | -8.9% | +21.2% |
| 6M | -6.3% | +40.5% | -46.8% | -10.2% |
| YTD | +12.1% | +2.8% | +9.2% | +11.3% |
| 1Y | +51.1% | +39.6% | +11.4% | +45.0% |
| 3Y | +296.1% | +4.4% | +291.7% | +283.3% |
| 5Y | +228.1% | -42.8% | +270.9% | +228.1% |
| 10Y | +211.8% | +406.7% | -194.9% | +161.1% |
| All | +77.5% | +3,284.1% | -3,206.7% | +3.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling