+1,582.8%
ASML vs IAU
+209.9%
+1,372.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.1% | +2.9% | +2.2% |
| 7D | +2.5% | -2.0% | +4.5% | +3.3% |
| 30D | -12.2% | -4.4% | -7.8% | -10.7% |
| 3M | -14.6% | -8.9% | -5.7% | -11.7% |
| 6M | -1.7% | -15.9% | +14.2% | +4.7% |
| YTD | +44.3% | -7.8% | +52.1% | +47.7% |
| 1Y | +51.0% | -3.8% | +54.8% | +52.0% |
| 3Y | +137.6% | +104.3% | +33.2% | +74.2% |
| 5Y | +92.7% | +111.2% | -18.5% | +36.2% |
| 10Y | +1,582.8% | +216.4% | +1,366.4% | +998.8% |
| All | +1,582.8% | +209.9% | +1,372.9% | +998.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling