+236.3%
GDXJ vs WMB
+285.8%
-49.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.2% | +1.7% |
| 7D | +0.9% | 0.0% | +1.0% | +0.9% |
| 30D | +8.8% | +4.6% | +4.2% | +6.2% |
| 3M | +29.8% | +5.7% | +24.1% | +25.4% |
| 6M | -5.8% | +4.2% | -10.0% | -9.1% |
| YTD | +13.6% | +26.8% | -13.3% | -1.0% |
| 1Y | +54.5% | +34.7% | +19.8% | +29.9% |
| 3Y | +301.4% | +146.8% | +154.6% | +129.4% |
| 5Y | +236.3% | +285.0% | -48.7% | +66.7% |
| All | +236.3% | +285.8% | -49.5% | +66.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling