+24.5%
ALAB vs IAU
+2.6%
+21.9%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +3.7% | -8.1% | -6.9% |
| 7D | -24.9% | -0.3% | -24.6% | -24.7% |
| 30D | -38.4% | -1.9% | -36.5% | -37.3% |
| 3M | -38.3% | -0.4% | -37.8% | -37.9% |
| 6M | +10.9% | -10.1% | +21.1% | +18.7% |
| YTD | +34.2% | -5.9% | +40.1% | +50.3% |
| 1Y | +24.5% | +2.9% | +21.6% | +11.1% |
| All | +24.5% | +2.6% | +21.9% | +11.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling