+6.7%
GDX vs WAT
+20.2%
-13.5%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | -6.8% | +0.6% | -7.4% | -6.9% |
| 30D | -2.1% | +5.4% | -7.5% | -3.3% |
| 3M | -7.5% | +11.3% | -18.8% | -9.9% |
| 6M | -15.2% | +37.4% | -52.6% | -20.1% |
| YTD | -4.8% | +21.2% | -26.0% | -11.5% |
| 1Y | +6.7% | +21.3% | -14.6% | -0.7% |
| All | +6.7% | +20.2% | -13.5% | -0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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