+228.1%
GDXJ vs RY
+140.3%
+87.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -0.6% |
| 7D | +4.3% | +2.7% | +1.6% | +2.2% |
| 30D | +8.4% | -1.0% | +9.4% | +9.1% |
| 3M | +25.5% | +7.6% | +17.9% | +17.9% |
| 6M | -6.3% | +29.5% | -35.8% | -23.8% |
| YTD | +12.1% | +24.2% | -12.1% | -5.7% |
| 1Y | +51.1% | +46.4% | +4.7% | +12.4% |
| 3Y | +296.1% | +159.4% | +136.7% | +86.7% |
| 5Y | +228.1% | +141.8% | +86.3% | +58.8% |
| All | +228.1% | +140.3% | +87.8% | +58.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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