+220.4%
GDXJ vs WAB
+221.8%
-1.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.1% | 0.0% | +0.6% |
| 7D | -2.8% | +0.1% | -2.9% | -2.9% |
| 30D | +5.0% | -4.1% | +9.0% | +6.9% |
| 3M | +24.1% | +8.2% | +15.9% | +19.1% |
| 6M | -7.4% | +15.4% | -22.8% | -13.1% |
| YTD | +10.2% | +33.1% | -22.9% | -2.2% |
| 1Y | +42.5% | +48.1% | -5.5% | +21.4% |
| 3Y | +285.7% | +167.7% | +118.0% | +149.8% |
| All | +220.4% | +221.8% | -1.3% | +89.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling