+916.1%
WDC vs GDXJ
+229.9%
+686.2%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.1% | -4.0% | -3.3% |
| 7D | -4.3% | -2.8% | -1.5% | -3.4% |
| 30D | -1.5% | +5.0% | -6.4% | -3.9% |
| 3M | -15.5% | +24.1% | -39.6% | -22.6% |
| 6M | +66.5% | -7.4% | +73.8% | +66.8% |
| YTD | +159.9% | +10.2% | +149.6% | +146.1% |
| 1Y | +366.0% | +42.5% | +323.4% | +306.8% |
| 3Y | +1,285.8% | +285.7% | +1,000.1% | +777.4% |
| All | +916.1% | +229.9% | +686.2% | +542.8% |
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