+173.8%
GDX vs WAT
+1,008.4%
-834.7%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.2% | -5.2% | -5.4% |
| 7D | +11.5% | +3.4% | +8.1% | +10.7% |
| 30D | -3.1% | +9.6% | -12.7% | -5.1% |
| 3M | -4.4% | +15.5% | -19.9% | -7.4% |
| 6M | -8.6% | +33.9% | -42.5% | -14.4% |
| YTD | +0.8% | +25.2% | -24.4% | -4.9% |
| 1Y | +14.7% | +26.3% | -11.6% | +7.9% |
| 3Y | +228.8% | +85.8% | +143.0% | +174.5% |
| 5Y | +173.4% | +35.3% | +138.1% | +142.1% |
| 10Y | +319.2% | +231.8% | +87.4% | +181.3% |
| All | +173.8% | +1,008.4% | -834.7% | +10.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling