+748.4%
ASX vs IAU
+208.2%
+540.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.8% | +7.2% | +6.8% |
| 7D | -19.9% | +4.7% | -24.7% | -21.6% |
| 30D | -30.9% | -0.9% | -30.0% | -30.6% |
| 3M | -15.1% | -4.4% | -10.7% | -13.6% |
| 6M | -6.5% | -13.5% | +7.0% | -1.0% |
| YTD | +98.4% | -5.9% | +104.3% | +102.1% |
| 1Y | +107.9% | +1.9% | +106.0% | +104.9% |
| 3Y | +325.3% | +104.1% | +221.2% | +220.4% |
| 5Y | +447.3% | +121.0% | +326.3% | +293.7% |
| All | +748.4% | +208.2% | +540.2% | +489.0% |
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