+281.7%
GDXJ vs WAB
+164.6%
+117.1%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.1% | -3.9% | -4.0% |
| 7D | -6.2% | -0.2% | -6.0% | -6.2% |
| 30D | +4.6% | -5.9% | +10.5% | +7.6% |
| 3M | +31.3% | +9.4% | +21.9% | +25.0% |
| 6M | -10.7% | +13.8% | -24.5% | -16.0% |
| YTD | +9.1% | +31.8% | -22.7% | -2.4% |
| 1Y | +44.1% | +48.5% | -4.4% | +24.0% |
| All | +281.7% | +164.6% | +117.1% | +160.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 3y: compounded portfolio wealth divided by compounded WAB 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…
3y analysis · Full analysis span regression · 6 months rolling