+7.0%
WMT vs GDX
+55.3%
-48.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.0% | -1.2% |
| 7D | +3.9% | -0.4% | +4.3% | +3.9% |
| 30D | -4.4% | +18.6% | -23.0% | -4.0% |
| 3M | -8.8% | +14.9% | -23.7% | -8.2% |
| 6M | -15.6% | -6.3% | -9.4% | -15.5% |
| YTD | -3.2% | +15.7% | -18.9% | -2.2% |
| 1Y | +7.0% | +54.8% | -47.8% | +11.3% |
| All | +7.0% | +55.3% | -48.3% | +11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GDX.
Daily Out/Under-Performance
Portfolio return minus GDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GDX 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 GDX 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