+220.4%
GDXJ vs WCN
+24.9%
+195.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.0% |
| 7D | -2.8% | -3.1% | +0.3% | -1.7% |
| 30D | +5.0% | -3.4% | +8.3% | +6.3% |
| 3M | +24.1% | +3.0% | +21.1% | +21.6% |
| 6M | -7.4% | -3.8% | -3.6% | -6.9% |
| YTD | +10.2% | -8.3% | +18.5% | +13.6% |
| 1Y | +42.5% | -9.7% | +52.3% | +47.7% |
| 3Y | +285.7% | +17.2% | +268.6% | +253.9% |
| All | +220.4% | +24.9% | +195.5% | +183.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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