+57.3%
GDXJ vs WM
+1,005.2%
-947.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.1% | +4.8% | +4.9% |
| 7D | +16.4% | -0.5% | +16.8% | +16.6% |
| 30D | -1.2% | +13.3% | -14.5% | -5.7% |
| 3M | -3.9% | +4.4% | -8.3% | -5.7% |
| 6M | -10.2% | +10.8% | -21.0% | -14.6% |
| YTD | -0.6% | +9.1% | -9.7% | -5.3% |
| 1Y | +24.3% | +19.1% | +5.2% | +14.2% |
| 3Y | +257.4% | +45.7% | +211.7% | +200.0% |
| 5Y | +166.5% | +60.4% | +106.0% | +113.6% |
| 10Y | +228.5% | +328.7% | -100.2% | +78.3% |
| All | +57.3% | +1,005.2% | -947.9% | -53.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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