+259.7%
GDX vs WCN
+19.6%
+240.0%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.2% | -0.6% |
| 7D | +4.0% | -0.4% | +4.4% | +4.1% |
| 30D | +9.5% | -2.1% | +11.6% | +10.1% |
| 3M | +25.1% | +6.4% | +18.7% | +21.7% |
| 6M | -2.9% | -3.7% | +0.8% | -1.6% |
| YTD | +14.7% | -6.4% | +21.1% | +17.9% |
| 1Y | +47.4% | -7.9% | +55.4% | +52.7% |
| 3Y | +259.7% | +20.8% | +238.9% | +238.3% |
| All | +259.7% | +19.6% | +240.0% | +238.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 3y: compounded portfolio wealth divided by compounded WCN 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…
3y analysis · Full analysis span regression · 6 months rolling