+1,950.8%
WDC vs GDXJ
+73.6%
+1,877.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.2% | +3.3% | +2.3% |
| 7D | +6.0% | +4.3% | +1.7% | +5.0% |
| 30D | +9.9% | +8.4% | +1.5% | +7.8% |
| 3M | -9.4% | +25.5% | -34.9% | -13.7% |
| 6M | +94.7% | -6.3% | +101.0% | +95.3% |
| YTD | +177.3% | +12.1% | +165.2% | +169.4% |
| 1Y | +412.4% | +51.1% | +361.4% | +372.6% |
| 3Y | +1,359.3% | +296.1% | +1,063.2% | +1,035.6% |
| 5Y | +992.2% | +228.1% | +764.1% | +759.7% |
| 10Y | +1,245.1% | +211.8% | +1,033.3% | +916.7% |
| All | +1,950.8% | +73.6% | +1,877.2% | +1,451.9% |
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