+302.1%
WDAY vs GDXJ
+63.4%
+238.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.5% | -2.9% | -5.2% |
| 7D | -4.4% | +0.2% | -4.5% | -4.4% |
| 30D | +14.7% | +17.9% | -3.1% | +13.1% |
| 3M | +32.4% | +15.3% | +17.1% | +30.4% |
| 6M | +36.9% | -9.4% | +46.3% | +37.1% |
| YTD | -8.8% | +13.4% | -22.2% | -11.1% |
| 1Y | -15.3% | +59.7% | -74.9% | -20.5% |
| 3Y | -21.2% | +283.6% | -304.8% | -33.1% |
| 5Y | -29.5% | +217.6% | -247.1% | -39.8% |
| 10Y | +120.0% | +225.7% | -105.6% | +86.5% |
| All | +302.1% | +63.4% | +238.7% | +200.0% |
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