+79.8%
GDXJ vs RRX
+294.3%
-214.5%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.5% | +3.9% | +2.0% |
| 7D | +0.9% | -0.7% | +1.7% | +1.1% |
| 30D | +8.8% | -8.0% | +16.8% | +11.3% |
| 3M | +29.8% | -25.1% | +54.9% | +39.0% |
| 6M | -5.8% | -18.3% | +12.5% | -1.9% |
| YTD | +13.6% | +14.2% | -0.6% | +7.3% |
| 1Y | +54.5% | +13.0% | +41.4% | +45.8% |
| 3Y | +301.4% | +4.2% | +297.2% | +267.8% |
| 5Y | +236.3% | +17.9% | +218.5% | +186.8% |
| 10Y | +240.1% | +220.4% | +19.7% | +94.3% |
| All | +79.8% | +294.3% | -214.5% | -16.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling