+505.5%
GDXJ vs WING
+407.0%
+98.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.2% |
| 7D | +4.3% | -0.1% | +4.4% | +4.3% |
| 30D | +8.4% | -6.0% | +14.5% | +9.1% |
| 3M | +25.5% | -23.5% | +49.0% | +29.6% |
| 6M | -6.3% | -52.0% | +45.6% | +2.7% |
| YTD | +12.1% | -53.8% | +65.9% | +23.0% |
| 1Y | +51.1% | -63.8% | +114.9% | +70.5% |
| 3Y | +296.1% | -30.8% | +326.8% | +283.6% |
| 5Y | +228.1% | -34.3% | +262.4% | +208.7% |
| 10Y | +211.8% | +352.4% | -140.6% | +125.5% |
| All | +505.5% | +407.0% | +98.5% | +334.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling