+194.2%
GDX vs WCC
+141.7%
+52.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +8.1% | -3.7% | +2.9% |
| 7D | +15.6% | -5.7% | +21.2% | +16.2% |
| 30D | +2.4% | -13.5% | +15.9% | +4.7% |
| 3M | +1.7% | -12.9% | +14.6% | +3.8% |
| 6M | -3.3% | -10.7% | +7.4% | -2.0% |
| YTD | +6.6% | +30.0% | -23.4% | +1.5% |
| 1Y | +27.0% | +24.7% | +2.3% | +21.6% |
| 3Y | +243.4% | +136.6% | +106.8% | +193.2% |
| 5Y | +194.2% | +143.9% | +50.3% | +142.7% |
| All | +194.2% | +141.7% | +52.5% | +142.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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