+77.5%
GDXJ vs RMD
+994.4%
-916.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.2% | +2.0% | -0.2% |
| 7D | +4.3% | -4.5% | +8.8% | +5.7% |
| 30D | +8.4% | +4.6% | +3.8% | +7.1% |
| 3M | +25.5% | +14.8% | +10.7% | +20.0% |
| 6M | -6.3% | -12.1% | +5.7% | -3.3% |
| YTD | +12.1% | -7.5% | +19.6% | +13.9% |
| 1Y | +51.1% | -20.1% | +71.1% | +60.0% |
| 3Y | +296.1% | +53.9% | +242.2% | +235.1% |
| 5Y | +228.1% | -22.2% | +250.3% | +234.4% |
| 10Y | +211.8% | +268.2% | -56.4% | +99.5% |
| All | +77.5% | +994.4% | -916.9% | -42.4% |
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