+50.5%
RSP vs GDXJ
+229.7%
-179.2%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.3% | -1.1% |
| 7D | -1.8% | +0.9% | -2.7% | -1.9% |
| 30D | -2.5% | +8.8% | -11.3% | -3.8% |
| 3M | +3.0% | +29.8% | -26.8% | -1.1% |
| 6M | +8.9% | -5.8% | +14.7% | +8.8% |
| YTD | +13.0% | +13.6% | -0.6% | +9.0% |
| 1Y | +16.2% | +54.5% | -38.2% | +6.3% |
| 3Y | +52.7% | +301.4% | -248.7% | +15.0% |
| 5Y | +50.5% | +236.3% | -185.9% | +14.1% |
| All | +50.5% | +229.7% | -179.2% | +14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GDXJ.
Daily Out/Under-Performance
Portfolio return minus GDXJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GDXJ 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 GDXJ 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