+285.7%
GDXJ vs RSG
+57.7%
+228.0%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +1.0% |
| 7D | -2.8% | 0.0% | -2.8% | -2.8% |
| 30D | +5.0% | +4.0% | +1.0% | +4.5% |
| 3M | +24.1% | +7.4% | +16.7% | +22.5% |
| 6M | -7.4% | +0.1% | -7.5% | -6.5% |
| YTD | +10.2% | +6.0% | +4.2% | +9.0% |
| 1Y | +42.5% | -3.0% | +45.5% | +46.1% |
| 3Y | +285.7% | +56.5% | +229.2% | +237.0% |
| All | +285.7% | +57.7% | +228.0% | +237.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 3y: compounded portfolio wealth divided by compounded RSG 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…
3y analysis · Full analysis span regression · 6 months rolling