+141.2%
ADI vs IAU
+139.7%
+1.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -6.7% |
| 3M | -9.8% | +0.7% | -10.5% | -10.0% |
| 6M | +15.7% | -15.5% | +31.2% | +19.7% |
| YTD | +35.1% | +1.0% | +34.2% | +34.9% |
| 1Y | +47.7% | +19.6% | +28.1% | +42.3% |
| 3Y | +114.5% | +125.4% | -11.0% | +74.2% |
| 5Y | +141.2% | +140.7% | +0.5% | +82.3% |
| All | +141.2% | +139.7% | +1.6% | +82.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling