+370.1%
GDXJ vs WING
+637.4%
-267.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -8.1% | -2.5% | -5.6% | -7.7% |
| 30D | -5.5% | +29.5% | -35.0% | -8.9% |
| 3M | -14.6% | +40.2% | -54.7% | -18.9% |
| 6M | -23.2% | +32.7% | -55.9% | -27.0% |
| YTD | -13.0% | -32.8% | +19.8% | -9.7% |
| 1Y | +2.8% | -31.7% | +34.5% | +6.2% |
| 3Y | +221.5% | -24.7% | +246.2% | +210.6% |
| 5Y | +123.4% | -0.5% | +123.8% | +98.1% |
| 10Y | +238.2% | +647.5% | -409.3% | +129.2% |
| All | +370.1% | +637.4% | -267.3% | +218.8% |
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