+1,826.4%
ADI vs IAU
+776.1%
+1,050.3%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.1% | +5.2% | +4.1% |
| 7D | +0.7% | -2.0% | +2.7% | +0.8% |
| 30D | +0.7% | -4.4% | +5.1% | +1.0% |
| 3M | +6.5% | -8.9% | +15.4% | +7.2% |
| 6M | -2.7% | -15.9% | +13.3% | -1.6% |
| YTD | +52.2% | -7.8% | +60.0% | +53.4% |
| 1Y | +77.5% | -3.8% | +81.2% | +78.5% |
| 3Y | +148.8% | +104.3% | +44.4% | +143.5% |
| 5Y | +142.9% | +111.2% | +31.7% | +136.9% |
| 10Y | +653.2% | +216.4% | +436.8% | +637.4% |
| All | +1,826.4% | +776.1% | +1,050.3% | +1,772.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling