+228.4%
GDXJ vs RPRX
+72.5%
+155.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.0% | -0.9% | -3.1% |
| 7D | -6.2% | -8.0% | +1.8% | -4.0% |
| 30D | +4.6% | +2.1% | +2.6% | +4.2% |
| 3M | +31.3% | +8.2% | +23.1% | +28.3% |
| 6M | -10.7% | +28.9% | -39.6% | -16.9% |
| YTD | +9.1% | +54.1% | -45.1% | -3.4% |
| 1Y | +44.1% | +65.5% | -21.4% | +24.6% |
| 3Y | +285.4% | +117.3% | +168.1% | +199.4% |
| 5Y | +228.4% | +71.6% | +156.8% | +187.5% |
| All | +228.4% | +72.5% | +155.9% | +187.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX 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 5y: compounded portfolio wealth divided by compounded RPRX 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…
5y analysis · Full analysis span regression · 6 months rolling