+107.9%
ASX vs IAU
+1.6%
+106.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.8% | +7.2% | +6.8% |
| 7D | -19.9% | +4.7% | -24.7% | -21.9% |
| 30D | -30.9% | -0.9% | -30.0% | -30.5% |
| 3M | -15.1% | -4.4% | -10.7% | -13.3% |
| 6M | -6.5% | -13.5% | +7.0% | -1.2% |
| YTD | +98.4% | -5.9% | +104.3% | +114.9% |
| 1Y | +107.9% | +1.9% | +106.0% | +111.1% |
| All | +107.9% | +1.6% | +106.2% | +111.1% |
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