+5.3%
WMT vs GDX
+43.3%
-38.1%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.2% | +1.4% |
| 7D | 0.0% | -2.2% | +2.2% | -0.1% |
| 30D | -7.4% | +6.8% | -14.2% | -7.2% |
| 3M | -10.9% | +24.9% | -35.8% | -10.3% |
| 6M | -12.7% | -4.2% | -8.5% | -12.5% |
| YTD | -3.2% | +13.2% | -16.4% | -2.3% |
| 1Y | +5.3% | +40.2% | -34.9% | +7.3% |
| All | +5.3% | +43.3% | -38.1% | +7.3% |
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