+297.5%
GDXJ vs WAT
+53.4%
+244.1%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.9% | +1.2% |
| 7D | +0.9% | -1.8% | +2.7% | +1.3% |
| 30D | +8.8% | -1.7% | +10.5% | +9.3% |
| 3M | +29.8% | +9.1% | +20.8% | +28.0% |
| 6M | -5.8% | +32.4% | -38.2% | -10.1% |
| YTD | +13.6% | +6.6% | +7.0% | +11.5% |
| 1Y | +54.5% | +34.7% | +19.8% | +45.3% |
| All | +297.5% | +53.4% | +244.1% | +224.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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