+215.1%
GDXJ vs FWONK
+340.2%
-125.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.0% |
| 7D | -2.8% | +0.1% | -2.9% | -2.8% |
| 30D | +5.0% | -7.7% | +12.7% | +6.5% |
| 3M | +24.1% | +5.7% | +18.4% | +22.8% |
| 6M | -7.4% | +13.5% | -20.8% | -9.3% |
| YTD | +10.2% | -3.0% | +13.2% | +10.5% |
| 1Y | +42.5% | -6.4% | +49.0% | +43.7% |
| 3Y | +285.7% | +43.8% | +241.9% | +260.0% |
| 5Y | +231.9% | +98.6% | +133.3% | +196.2% |
| All | +215.1% | +340.2% | -125.1% | +171.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling