+228.4%
GDXJ vs WU
-51.6%
+280.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.7% | -3.3% | -3.9% |
| 7D | -6.2% | -5.0% | -1.3% | -5.4% |
| 30D | +4.6% | -2.3% | +6.9% | +5.0% |
| 3M | +31.3% | -3.2% | +34.5% | +31.0% |
| 6M | -10.7% | -25.0% | +14.4% | -6.6% |
| YTD | +9.1% | -21.7% | +30.7% | +12.7% |
| 1Y | +44.1% | -9.0% | +53.1% | +43.9% |
| 3Y | +285.4% | -28.9% | +314.3% | +299.9% |
| 5Y | +228.4% | -51.0% | +279.4% | +264.5% |
| All | +228.4% | -51.6% | +280.0% | +264.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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