+59.7%
GDXJ vs FWONK
-4.6%
+64.2%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.5% | -1.0% | -1.9% |
| 7D | +0.2% | -6.2% | +6.4% | +2.8% |
| 30D | +17.9% | -0.6% | +18.4% | +18.6% |
| 3M | +15.3% | +11.1% | +4.2% | +10.0% |
| 6M | -9.4% | +11.7% | -21.2% | -13.4% |
| YTD | +13.4% | -3.1% | +16.5% | +13.6% |
| 1Y | +59.7% | -4.2% | +63.8% | +62.8% |
| All | +59.7% | -4.6% | +64.2% | +62.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 FWONK 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