+2.8%
GDXJ vs WMB
+17.3%
-14.6%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.7% |
| 7D | -8.1% | +7.8% | -15.9% | -7.3% |
| 30D | -5.5% | -5.1% | -0.4% | -6.1% |
| 3M | -14.6% | -4.7% | -9.8% | -15.1% |
| 6M | -23.2% | -7.4% | -15.8% | -23.7% |
| YTD | -13.0% | +17.5% | -30.4% | -15.1% |
| 1Y | +2.8% | +19.5% | -16.7% | -0.2% |
| All | +2.8% | +17.3% | -14.6% | -0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 1y: compounded portfolio wealth divided by compounded WMB 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…
1y analysis · Full analysis span regression · 6 months rolling