+77.5%
GDXJ vs WCN
+1,204.5%
-1,127.1%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.1% | -0.8% |
| 7D | +4.3% | -0.4% | +4.7% | +4.5% |
| 30D | +8.4% | -2.1% | +10.6% | +9.4% |
| 3M | +25.5% | +6.4% | +19.1% | +21.6% |
| 6M | -6.3% | -3.7% | -2.7% | -6.1% |
| YTD | +12.1% | -6.4% | +18.4% | +13.7% |
| 1Y | +51.1% | -7.9% | +59.0% | +54.0% |
| 3Y | +296.1% | +20.8% | +275.3% | +262.0% |
| 5Y | +228.1% | +29.0% | +199.1% | +190.3% |
| 10Y | +211.8% | +236.4% | -24.5% | +90.0% |
| All | +77.5% | +1,204.5% | -1,127.1% | -59.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling