+215.1%
GDXJ vs WEC
+146.6%
+68.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -2.8% | -0.6% | -2.2% | -2.6% |
| 30D | +5.0% | -2.6% | +7.6% | +5.9% |
| 3M | +24.1% | -6.0% | +30.1% | +26.8% |
| 6M | -7.4% | -5.4% | -1.9% | -5.9% |
| YTD | +10.2% | +2.5% | +7.8% | +8.4% |
| 1Y | +42.5% | -0.7% | +43.3% | +41.8% |
| 3Y | +285.7% | +38.7% | +247.0% | +231.6% |
| 5Y | +231.9% | +31.7% | +200.2% | +190.5% |
| All | +215.1% | +146.6% | +68.5% | +100.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 10y: compounded portfolio wealth divided by compounded WEC 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…
10y analysis · Full analysis span regression · 6 months rolling