+77.5%
GDXJ vs WWD
+1,423.0%
-1,345.5%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.0% | +0.9% | -0.6% |
| 7D | +4.3% | +0.8% | +3.5% | +4.1% |
| 30D | +8.4% | -6.4% | +14.9% | +10.4% |
| 3M | +25.5% | -5.6% | +31.1% | +27.1% |
| 6M | -6.3% | -9.1% | +2.8% | -3.9% |
| YTD | +12.1% | +12.5% | -0.4% | +8.3% |
| 1Y | +51.1% | +41.3% | +9.7% | +36.6% |
| 3Y | +296.1% | +170.2% | +125.8% | +193.7% |
| 5Y | +228.1% | +192.5% | +35.6% | +134.0% |
| 10Y | +211.8% | +476.9% | -265.1% | +68.7% |
| All | +77.5% | +1,423.0% | -1,345.5% | -41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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