+285.7%
GDXJ vs RMD
+49.9%
+235.8%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.2% |
| 7D | -2.8% | -4.4% | +1.6% | -1.9% |
| 30D | +5.0% | -3.1% | +8.1% | +5.7% |
| 3M | +24.1% | +13.8% | +10.3% | +20.4% |
| 6M | -7.4% | -8.6% | +1.2% | -5.5% |
| YTD | +10.2% | -8.6% | +18.9% | +12.5% |
| 1Y | +42.5% | -19.7% | +62.2% | +49.1% |
| 3Y | +285.7% | +48.4% | +237.3% | +246.3% |
| All | +285.7% | +49.9% | +235.8% | +246.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling