+77.5%
GDXJ vs WU
-24.1%
+101.6%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.5% | +1.4% | -0.7% |
| 7D | +4.3% | -0.8% | +5.2% | +4.5% |
| 30D | +8.4% | -1.1% | +9.6% | +8.6% |
| 3M | +25.5% | -1.8% | +27.3% | +25.1% |
| 6M | -6.3% | -23.9% | +17.6% | -2.0% |
| YTD | +12.1% | -20.4% | +32.5% | +16.0% |
| 1Y | +51.1% | -10.6% | +61.6% | +51.9% |
| 3Y | +296.1% | -27.7% | +323.8% | +310.9% |
| 5Y | +228.1% | -51.1% | +279.2% | +264.7% |
| 10Y | +211.8% | -40.7% | +252.5% | +226.3% |
| All | +77.5% | -24.1% | +101.6% | +61.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling