+370.5%
WFC vs GDXJ
+73.6%
+296.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.2% | -1.1% | -2.1% |
| 7D | +1.1% | +4.3% | -3.2% | +0.7% |
| 30D | +0.8% | +8.4% | -7.6% | +0.1% |
| 3M | +9.3% | +25.5% | -16.2% | +7.0% |
| 6M | +10.6% | -6.3% | +17.0% | +10.5% |
| YTD | -4.1% | +12.1% | -16.2% | -5.9% |
| 1Y | +13.6% | +51.1% | -37.5% | +8.5% |
| 3Y | +130.7% | +296.1% | -165.3% | +101.6% |
| 5Y | +126.7% | +228.1% | -101.4% | +98.5% |
| 10Y | +132.1% | +211.8% | -79.7% | +97.9% |
| All | +370.5% | +73.6% | +296.9% | +312.5% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling