+49.9%
GDX vs RMD
-20.7%
+70.6%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.2% |
| 7D | +1.9% | -4.7% | +6.6% | +3.2% |
| 30D | +9.9% | +0.2% | +9.7% | +9.9% |
| 3M | +28.2% | +12.0% | +16.2% | +23.8% |
| 6M | -2.9% | -12.5% | +9.6% | +5.7% |
| YTD | +16.0% | -7.9% | +23.9% | +23.1% |
| 1Y | +49.9% | -20.4% | +70.3% | +70.2% |
| All | +49.9% | -20.7% | +70.6% | +70.2% |
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