+227.7%
GDX vs WAT
-4.5%
+232.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.5% |
| 7D | +4.0% | -0.7% | +4.7% | +4.1% |
| 30D | +9.5% | -1.0% | +10.4% | +9.8% |
| 3M | +25.1% | +10.9% | +14.2% | +22.7% |
| 6M | -2.9% | +33.2% | -36.1% | -8.2% |
| YTD | +14.7% | +6.1% | +8.7% | +12.7% |
| 1Y | +47.4% | +30.2% | +17.2% | +38.6% |
| 3Y | +259.7% | +52.9% | +206.8% | +210.3% |
| 5Y | +227.7% | -5.1% | +232.8% | +185.7% |
| All | +227.7% | -4.5% | +232.1% | +185.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling