+417.4%
WDC vs GDXJ
+58.9%
+358.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -2.5% | +8.4% | +7.0% |
| 7D | +1.7% | +0.2% | +1.6% | +1.4% |
| 30D | -10.0% | +17.9% | -27.8% | -18.0% |
| 3M | -18.8% | +15.3% | -34.1% | -25.7% |
| 6M | +79.0% | -9.4% | +88.5% | +80.0% |
| YTD | +171.6% | +13.4% | +158.2% | +145.1% |
| 1Y | +417.4% | +59.7% | +357.7% | +290.7% |
| All | +417.4% | +58.9% | +358.4% | +290.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling