+114.5%
ADI vs IAU
+125.1%
-10.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.0% | +0.7% |
| 7D | +2.4% | +0.7% | +1.7% | +2.2% |
| 30D | -6.6% | +0.3% | -6.9% | -6.6% |
| 3M | -9.8% | +0.7% | -10.5% | -10.1% |
| 6M | +15.7% | -15.5% | +31.2% | +19.3% |
| YTD | +35.1% | +1.0% | +34.2% | +35.5% |
| 1Y | +47.7% | +19.6% | +28.1% | +44.2% |
| 3Y | +114.5% | +125.4% | -11.0% | +86.6% |
| All | +114.5% | +125.1% | -10.7% | +86.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling