+235.9%
GDXJ vs RVMD
+622.3%
-386.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.8% | +1.0% |
| 7D | -2.8% | -3.0% | +0.2% | -2.4% |
| 30D | +5.0% | -0.7% | +5.7% | +5.0% |
| 3M | +24.1% | +36.5% | -12.5% | +19.5% |
| 6M | -7.4% | +104.6% | -112.0% | -15.8% |
| YTD | +10.2% | +155.8% | -145.6% | -3.4% |
| 1Y | +42.5% | +340.7% | -298.1% | +16.3% |
| 3Y | +285.7% | +519.9% | -234.2% | +190.3% |
| 5Y | +231.9% | +584.9% | -353.1% | +134.5% |
| All | +235.9% | +622.3% | -386.4% | +133.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 10y: compounded portfolio wealth divided by compounded RVMD 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…
10y analysis · Full analysis span regression · 6 months rolling