+233.6%
GDX vs WBD
+3.7%
+229.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.7% | +1.8% | +1.2% |
| 7D | +1.9% | -1.7% | +3.6% | +2.1% |
| 30D | +9.9% | +3.9% | +6.1% | +9.5% |
| 3M | +28.2% | +5.1% | +23.1% | +27.5% |
| 6M | -2.9% | +0.6% | -3.5% | -3.0% |
| YTD | +16.0% | -3.2% | +19.1% | +16.3% |
| 1Y | +49.9% | +127.7% | -77.8% | +35.8% |
| 3Y | +263.6% | +146.6% | +117.0% | +214.7% |
| 5Y | +233.6% | +4.2% | +229.4% | +196.1% |
| All | +233.6% | +3.7% | +229.9% | +196.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 WBD 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