+3,602.8%
WDC vs GDX
+220.3%
+3,382.6%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.2% | +8.1% | +6.3% |
| 7D | +1.7% | -0.4% | +2.1% | +1.7% |
| 30D | -10.0% | +18.6% | -28.6% | -13.8% |
| 3M | -18.8% | +14.9% | -33.6% | -21.5% |
| 6M | +79.0% | -6.3% | +85.3% | +80.0% |
| YTD | +171.6% | +15.7% | +155.8% | +161.7% |
| 1Y | +417.4% | +54.8% | +362.5% | +369.9% |
| 3Y | +1,251.8% | +253.4% | +998.3% | +931.4% |
| 5Y | +911.7% | +219.7% | +692.0% | +673.7% |
| 10Y | +1,399.6% | +300.2% | +1,099.4% | +944.9% |
| All | +3,602.8% | +220.3% | +3,382.6% | +1,927.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GDX.
Daily Out/Under-Performance
Portfolio return minus GDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GDX 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 GDX 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