+194.2%
GDX vs WWD
+190.4%
+3.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +4.9% | -0.5% | +2.9% |
| 7D | +15.6% | +4.2% | +11.4% | +13.9% |
| 30D | +2.4% | -0.8% | +3.2% | +2.5% |
| 3M | +1.7% | -8.2% | +9.9% | +4.0% |
| 6M | -3.3% | -9.8% | +6.5% | -0.9% |
| YTD | +6.6% | +10.4% | -3.8% | +3.8% |
| 1Y | +27.0% | +25.5% | +1.5% | +19.5% |
| 3Y | +243.4% | +155.8% | +87.6% | +159.3% |
| 5Y | +194.2% | +187.3% | +6.9% | +100.6% |
| All | +194.2% | +190.4% | +3.8% | +100.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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