+616.7%
ADI vs IAU
+218.5%
+398.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.7% | -0.7% |
| 7D | +1.3% | -3.4% | +4.7% | +2.0% |
| 30D | -6.0% | -1.1% | -4.8% | -5.8% |
| 3M | -7.7% | +5.8% | -13.6% | -8.6% |
| 6M | +14.0% | -16.9% | +30.9% | +17.0% |
| YTD | +34.4% | +0.1% | +34.3% | +34.7% |
| 1Y | +48.0% | +18.4% | +29.6% | +45.2% |
| 3Y | +113.3% | +123.6% | -10.3% | +92.2% |
| 5Y | +131.1% | +138.7% | -7.7% | +104.6% |
| All | +616.7% | +218.5% | +398.3% | +581.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded IAU 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling