+11.9%
GDX vs RMD
-3.7%
+15.6%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.9% | -3.4% | -2.0% |
| 7D | +0.7% | -0.8% | +1.6% | +0.9% |
| 30D | -3.8% | +1.7% | -5.4% | -4.3% |
| 3M | -5.4% | +6.4% | -11.8% | -6.9% |
| 6M | -12.7% | +20.7% | -33.4% | -17.2% |
| YTD | -0.7% | -0.2% | -0.5% | +4.1% |
| 1Y | +11.9% | -4.5% | +16.4% | +18.7% |
| All | +11.9% | -3.7% | +15.6% | +18.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling