+227.7%
GDX vs WEC
+34.9%
+192.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -1.9% | -1.3% |
| 7D | +4.0% | +0.8% | +3.1% | +3.6% |
| 30D | +9.5% | +0.3% | +9.1% | +9.0% |
| 3M | +25.1% | -2.9% | +28.0% | +26.2% |
| 6M | -2.9% | -5.9% | +3.0% | -0.8% |
| YTD | +14.7% | +4.1% | +10.6% | +11.6% |
| 1Y | +47.4% | +3.1% | +44.3% | +43.7% |
| 3Y | +259.7% | +40.8% | +218.9% | +194.9% |
| 5Y | +227.7% | +31.7% | +196.0% | +180.0% |
| All | +227.7% | +34.9% | +192.8% | +180.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling