+80.0%
WBD vs GDXJ
+76.0%
+4.1%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.1% | -0.9% |
| 7D | -1.7% | +0.9% | -2.6% | -1.8% |
| 30D | +3.9% | +8.8% | -4.9% | +2.6% |
| 3M | +5.1% | +29.8% | -24.8% | +1.0% |
| 6M | +0.6% | -5.8% | +6.4% | +0.3% |
| YTD | -3.2% | +13.6% | -16.8% | -6.5% |
| 1Y | +127.7% | +54.5% | +73.2% | +109.6% |
| 3Y | +146.6% | +301.4% | -154.8% | +96.9% |
| 5Y | +4.2% | +236.3% | -232.2% | -15.8% |
| 10Y | +13.7% | +240.1% | -226.4% | -12.2% |
| All | +80.0% | +76.0% | +4.1% | +40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GDXJ.
Daily Out/Under-Performance
Portfolio return minus GDXJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GDXJ 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 GDXJ 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