+640.7%
ADI vs IAU
+210.5%
+430.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.8% | +2.8% | +0.6% |
| 7D | +13.4% | -5.5% | +18.8% | +14.6% |
| 30D | -1.3% | -7.0% | +5.7% | +0.1% |
| 3M | +6.8% | -12.3% | +19.1% | +9.6% |
| 6M | -1.9% | -17.9% | +16.0% | +1.6% |
| YTD | +52.3% | -10.3% | +62.6% | +55.9% |
| 1Y | +71.6% | -7.9% | +79.5% | +75.1% |
| 3Y | +148.9% | +98.7% | +50.2% | +127.8% |
| 5Y | +140.8% | +105.0% | +35.7% | +116.5% |
| All | +640.7% | +210.5% | +430.1% | +638.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling