+315.3%
GDX vs RMD
+269.7%
+45.6%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.2% |
| 7D | +1.9% | -4.7% | +6.6% | +2.9% |
| 30D | +9.9% | +0.2% | +9.7% | +9.9% |
| 3M | +28.2% | +12.0% | +16.2% | +24.8% |
| 6M | -2.9% | -12.5% | +9.6% | -0.5% |
| YTD | +16.0% | -7.9% | +23.9% | +17.5% |
| 1Y | +49.9% | -20.4% | +70.3% | +56.4% |
| 3Y | +263.6% | +53.1% | +210.4% | +224.2% |
| 5Y | +233.6% | -22.1% | +255.7% | +236.8% |
| 10Y | +315.3% | +275.4% | +39.9% | +261.8% |
| All | +315.3% | +269.7% | +45.6% | +261.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 10y: compounded portfolio wealth divided by compounded RMD 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…
10y analysis · Full analysis span regression · 6 months rolling