+59.7%
GDXJ vs RMD
-14.6%
+74.3%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -2.4% |
| 7D | +0.2% | -5.0% | +5.2% | +1.7% |
| 30D | +17.9% | +2.2% | +15.6% | +17.0% |
| 3M | +15.3% | +17.8% | -2.5% | +9.1% |
| 6M | -9.4% | -11.3% | +1.9% | +0.1% |
| YTD | +13.4% | -4.4% | +17.8% | +20.6% |
| 1Y | +59.7% | -15.7% | +75.4% | +84.5% |
| All | +59.7% | -14.6% | +74.3% | +84.5% |
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