+42.5%
GDXJ vs RJF
+5.1%
+37.5%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -2.8% | -2.7% | -0.1% | -1.7% |
| 30D | +5.0% | -4.3% | +9.2% | +6.7% |
| 3M | +24.1% | +15.7% | +8.3% | +16.9% |
| 6M | -7.4% | +17.8% | -25.2% | -13.8% |
| YTD | +10.2% | +9.2% | +1.0% | +4.6% |
| 1Y | +42.5% | +2.8% | +39.8% | +37.5% |
| All | +42.5% | +5.1% | +37.5% | +37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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