+291.6%
GDX vs WEC
+146.6%
+145.0%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.8% | -2.7% | -3.2% |
| 7D | -5.4% | -1.3% | -4.1% | -5.0% |
| 30D | +6.6% | -0.4% | +6.9% | +6.5% |
| 3M | +30.1% | -6.8% | +36.9% | +32.7% |
| 6M | -7.1% | -6.4% | -0.7% | -5.5% |
| YTD | +12.0% | +2.5% | +9.5% | +10.6% |
| 1Y | +41.2% | -0.4% | +41.6% | +40.6% |
| 3Y | +251.0% | +38.5% | +212.5% | +212.7% |
| 5Y | +226.7% | +31.7% | +195.1% | +195.3% |
| All | +291.6% | +146.6% | +145.0% | +161.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 10y: compounded portfolio wealth divided by compounded WEC 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…
10y analysis · Full analysis span regression · 6 months rolling