+42.5%
GDXJ vs WEC
-0.3%
+42.8%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -2.8% | -0.6% | -2.2% | -2.8% |
| 30D | +5.0% | -2.6% | +7.6% | +4.7% |
| 3M | +24.1% | -6.0% | +30.1% | +24.6% |
| 6M | -7.4% | -5.4% | -1.9% | -6.7% |
| YTD | +10.2% | +2.5% | +7.8% | +10.4% |
| 1Y | +42.5% | -0.7% | +43.3% | +41.2% |
| All | +42.5% | -0.3% | +42.8% | +41.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling