+49.9%
GDX vs WEC
+2.5%
+47.4%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.9% | +1.1% |
| 7D | +1.9% | +0.4% | +1.5% | +1.9% |
| 30D | +9.9% | +0.9% | +9.0% | +9.3% |
| 3M | +28.2% | -5.3% | +33.5% | +28.9% |
| 6M | -2.9% | -6.6% | +3.7% | -1.4% |
| YTD | +16.0% | +3.3% | +12.7% | +15.9% |
| 1Y | +49.9% | +2.1% | +47.8% | +46.9% |
| All | +49.9% | +2.5% | +47.4% | +46.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling