+189.5%
GDX vs RMD
+1,176.5%
-987.0%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.2% | +4.2% | +4.4% |
| 7D | +15.6% | +1.2% | +14.4% | +15.3% |
| 30D | +2.4% | +2.5% | 0.0% | +1.7% |
| 3M | +1.7% | +11.5% | -9.8% | -1.2% |
| 6M | -3.3% | +14.7% | -18.0% | -7.5% |
| YTD | +6.6% | -1.3% | +8.0% | +6.2% |
| 1Y | +27.0% | -5.3% | +32.3% | +27.8% |
| 3Y | +243.4% | +68.8% | +174.6% | +188.6% |
| 5Y | +194.2% | -5.9% | +200.1% | +183.5% |
| 10Y | +310.1% | +348.7% | -38.5% | +136.4% |
| All | +189.5% | +1,176.5% | -987.0% | -10.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling