+77.5%
GDXJ vs WPM
+1,130.4%
-1,052.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.2% | -1.2% |
| 7D | +4.3% | +7.0% | -2.7% | -2.2% |
| 30D | +8.4% | +15.7% | -7.3% | -5.9% |
| 3M | +25.5% | +35.2% | -9.7% | -5.7% |
| 6M | -6.3% | +6.1% | -12.4% | -11.0% |
| YTD | +12.1% | +32.6% | -20.5% | -13.4% |
| 1Y | +51.1% | +46.9% | +4.1% | +6.4% |
| 3Y | +296.1% | +276.3% | +19.8% | +15.5% |
| 5Y | +228.1% | +260.0% | -31.9% | +1.9% |
| 10Y | +211.8% | +508.5% | -296.7% | -40.7% |
| All | +77.5% | +1,130.4% | -1,052.9% | -81.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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