+173.8%
GDX vs RMD
+1,167.7%
-993.9%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.7% | -4.7% | -5.3% |
| 7D | +11.5% | +3.1% | +8.4% | +10.6% |
| 30D | -3.1% | +1.8% | -4.9% | -3.6% |
| 3M | -4.4% | +6.7% | -11.1% | -6.1% |
| 6M | -8.6% | +13.9% | -22.5% | -12.4% |
| YTD | +0.8% | -2.0% | +2.9% | +0.6% |
| 1Y | +14.7% | -5.4% | +20.1% | +15.4% |
| 3Y | +228.8% | +67.4% | +161.4% | +176.9% |
| 5Y | +173.4% | -5.7% | +179.1% | +163.4% |
| 10Y | +319.2% | +338.4% | -19.1% | +143.5% |
| All | +173.8% | +1,167.7% | -993.9% | -15.3% |
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