+145.4%
ASX vs IAU
-8.1%
+153.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.1% | -2.2% | -2.1% |
| 7D | +12.4% | -4.6% | +17.0% | +14.8% |
| 30D | -19.8% | -5.4% | -14.4% | -17.7% |
| 3M | -10.3% | -10.9% | +0.6% | -5.5% |
| 6M | +1.2% | -17.4% | +18.6% | +9.3% |
| YTD | +123.0% | -10.2% | +133.2% | +149.7% |
| 1Y | +145.4% | -7.1% | +152.5% | +164.8% |
| All | +145.4% | -8.1% | +153.5% | +164.8% |
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 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