+79.8%
GDXJ vs GWW
+1,588.7%
-1,508.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.8% | +2.1% | +1.5% |
| 7D | +0.9% | -0.5% | +1.4% | +1.0% |
| 30D | +8.8% | -1.4% | +10.2% | +9.1% |
| 3M | +29.8% | -3.6% | +33.5% | +30.5% |
| 6M | -5.8% | +15.1% | -20.9% | -8.9% |
| YTD | +13.6% | +27.5% | -13.9% | +7.7% |
| 1Y | +54.5% | +29.6% | +24.9% | +45.8% |
| 3Y | +301.4% | +90.1% | +211.3% | +243.6% |
| 5Y | +236.3% | +222.6% | +13.7% | +152.3% |
| 10Y | +240.1% | +566.5% | -326.4% | +101.4% |
| All | +79.8% | +1,588.7% | -1,508.9% | -48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 all: compounded portfolio wealth divided by compounded GWW 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…
all analysis · Full analysis span regression · 6 months rolling