+598.6%
RTX vs GDXJ
+34.8%
+563.7%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.2% |
| 7D | +4.8% | -8.1% | +12.9% | +5.6% |
| 30D | +6.5% | -5.5% | +12.0% | +6.8% |
| 3M | -9.6% | -14.6% | +4.9% | -8.7% |
| 6M | +12.3% | -23.2% | +35.5% | +14.2% |
| YTD | +9.5% | -13.0% | +22.4% | +9.3% |
| 1Y | +15.8% | +2.8% | +13.1% | +13.7% |
| 3Y | +157.0% | +221.5% | -64.5% | +122.6% |
| 5Y | +148.8% | +123.4% | +25.4% | +120.1% |
| 10Y | +264.0% | +238.2% | +25.9% | +200.5% |
| All | +598.6% | +34.8% | +563.7% | +505.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling