+228.4%
GDXJ vs RMD
-22.7%
+251.1%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.2% | -3.8% | -3.9% |
| 7D | -6.2% | -4.2% | -2.0% | -5.2% |
| 30D | +4.6% | -2.1% | +6.7% | +5.2% |
| 3M | +31.3% | +13.8% | +17.5% | +26.3% |
| 6M | -10.7% | -10.6% | -0.1% | -8.2% |
| YTD | +9.1% | -8.1% | +17.2% | +11.2% |
| 1Y | +44.1% | -18.0% | +62.1% | +51.4% |
| 3Y | +285.4% | +52.9% | +232.5% | +227.5% |
| 5Y | +228.4% | -22.3% | +250.7% | +217.1% |
| All | +228.4% | -22.7% | +251.1% | +217.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling