+381.3%
WFC vs GDXJ
+75.7%
+305.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.5% | +3.4% | +1.1% |
| 7D | +3.8% | +0.2% | +3.6% | +3.7% |
| 30D | +1.5% | +17.9% | -16.4% | 0.0% |
| 3M | +10.9% | +15.3% | -4.4% | +9.2% |
| 6M | +8.4% | -9.4% | +17.9% | +8.6% |
| YTD | -1.9% | +13.4% | -15.3% | -3.8% |
| 1Y | +12.3% | +59.7% | -47.3% | +6.9% |
| 3Y | +132.3% | +283.6% | -151.2% | +103.5% |
| 5Y | +130.1% | +217.6% | -87.5% | +101.9% |
| 10Y | +134.4% | +225.7% | -91.3% | +99.1% |
| All | +381.3% | +75.7% | +305.6% | +321.6% |
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