-30.6%
WDAY vs GDXJ
+229.9%
-260.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.7% | +0.2% |
| 7D | -5.2% | -2.8% | -2.3% | -4.8% |
| 30D | +5.9% | +5.0% | +1.0% | +5.2% |
| 3M | +42.3% | +24.1% | +18.2% | +38.0% |
| 6M | +34.7% | -7.4% | +42.1% | +35.2% |
| YTD | -13.5% | +10.2% | -23.8% | -17.1% |
| 1Y | -18.1% | +42.5% | -60.6% | -26.3% |
| 3Y | -26.4% | +285.7% | -312.1% | -50.2% |
| All | -30.6% | +229.9% | -260.6% | -52.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling