+77.5%
GDXJ vs WEC
+717.3%
-639.8%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.2% | -1.6% |
| 7D | +4.3% | +0.8% | +3.5% | +3.9% |
| 30D | +8.4% | +0.3% | +8.1% | +8.1% |
| 3M | +25.5% | -2.9% | +28.4% | +26.6% |
| 6M | -6.3% | -5.9% | -0.4% | -4.5% |
| YTD | +12.1% | +4.1% | +7.9% | +9.3% |
| 1Y | +51.1% | +3.1% | +47.9% | +47.7% |
| 3Y | +296.1% | +40.8% | +255.3% | +234.0% |
| 5Y | +228.1% | +31.7% | +196.4% | +183.1% |
| 10Y | +211.8% | +141.1% | +70.7% | +88.4% |
| All | +77.5% | +717.3% | -639.8% | -62.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling