+220.4%
GDXJ vs RRX
+17.8%
+202.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.7% | -2.6% | +0.2% |
| 7D | -2.8% | -0.3% | -2.5% | -2.7% |
| 30D | +5.0% | -6.1% | +11.1% | +6.4% |
| 3M | +24.1% | -23.1% | +47.1% | +30.1% |
| 6M | -7.4% | -19.5% | +12.2% | -4.0% |
| YTD | +10.2% | +16.1% | -5.8% | +6.0% |
| 1Y | +42.5% | +12.9% | +29.6% | +37.5% |
| 3Y | +285.7% | +7.9% | +277.8% | +260.8% |
| All | +220.4% | +17.8% | +202.6% | +171.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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