+228.4%
GDXJ vs WING
-35.5%
+263.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.1% | -3.9% | -4.0% |
| 7D | -6.2% | +0.2% | -6.4% | -6.2% |
| 30D | +4.6% | -0.5% | +5.1% | +4.5% |
| 3M | +31.3% | -23.9% | +55.1% | +34.7% |
| 6M | -10.7% | -48.9% | +38.2% | -4.5% |
| YTD | +9.1% | -53.3% | +62.4% | +17.4% |
| 1Y | +44.1% | -60.3% | +104.4% | +57.3% |
| 3Y | +285.4% | -30.1% | +315.5% | +267.7% |
| 5Y | +228.4% | -36.2% | +264.6% | +183.7% |
| All | +228.4% | -35.5% | +263.9% | +183.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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