+162.9%
RTX vs GDXJ
+229.7%
-66.8%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -2.0% | -0.8% |
| 7D | -1.6% | +0.9% | -2.5% | -1.7% |
| 30D | -11.6% | +8.8% | -20.4% | -12.5% |
| 3M | +9.2% | +29.8% | -20.7% | +5.4% |
| 6M | -4.4% | -5.8% | +1.4% | -4.6% |
| YTD | +8.9% | +13.6% | -4.7% | +5.7% |
| 1Y | +32.1% | +54.5% | -22.4% | +22.5% |
| 3Y | +151.2% | +301.4% | -150.2% | +100.2% |
| 5Y | +162.9% | +236.3% | -73.4% | +114.3% |
| All | +162.9% | +229.7% | -66.8% | +114.3% |
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