+86.1%
ARM vs IAU
+24.6%
+61.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.8% | +4.8% | +4.4% |
| 7D | +5.5% | -0.5% | +6.0% | +5.8% |
| 30D | -8.2% | +4.4% | -12.6% | -10.6% |
| 3M | -35.9% | -1.1% | -34.9% | -35.9% |
| 6M | +103.1% | -13.7% | +116.8% | +109.1% |
| YTD | +130.6% | +2.7% | +127.9% | +123.9% |
| 1Y | +86.1% | +24.6% | +61.4% | +67.3% |
| All | +86.1% | +24.6% | +61.5% | +67.3% |
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 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