+227.1%
GDXJ vs RPRX
+57.8%
+169.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +0.9% | -4.0% | +4.9% | +1.9% |
| 30D | +8.8% | +4.9% | +3.9% | +7.7% |
| 3M | +29.8% | +9.4% | +20.5% | +27.1% |
| 6M | -5.8% | +33.3% | -39.1% | -12.0% |
| YTD | +13.6% | +59.0% | -45.4% | +2.0% |
| 1Y | +54.5% | +69.2% | -14.7% | +36.3% |
| 3Y | +301.4% | +124.1% | +177.3% | +226.2% |
| 5Y | +236.3% | +77.9% | +158.5% | +191.1% |
| All | +227.1% | +57.8% | +169.2% | +179.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling