+842.6%
ASX vs IAU
+209.6%
+633.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +1.8% | +6.8% | +7.9% |
| 7D | -12.3% | +4.9% | -17.2% | -14.1% |
| 30D | -26.0% | -1.4% | -24.6% | -25.5% |
| 3M | -8.1% | -4.8% | -3.3% | -6.3% |
| 6M | +1.4% | -12.5% | +13.9% | +6.8% |
| YTD | +115.6% | -4.2% | +119.7% | +118.0% |
| 1Y | +128.0% | +3.1% | +124.9% | +123.7% |
| 3Y | +371.4% | +110.0% | +261.4% | +251.5% |
| 5Y | +469.4% | +123.1% | +346.4% | +308.1% |
| 10Y | +842.6% | +216.7% | +626.0% | +549.2% |
| All | +842.6% | +209.6% | +633.0% | +549.2% |
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