+155.0%
ASX vs IAU
-3.8%
+158.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -1.1% | +7.7% | +7.1% |
| 7D | +0.8% | -2.0% | +2.8% | +1.5% |
| 30D | -20.4% | -4.4% | -16.0% | -18.7% |
| 3M | -2.1% | -8.9% | +6.7% | +2.0% |
| 6M | +8.2% | -15.9% | +24.1% | +15.7% |
| YTD | +137.3% | -7.8% | +145.0% | +160.1% |
| 1Y | +155.0% | -3.8% | +158.8% | +165.7% |
| All | +155.0% | -3.8% | +158.8% | +165.7% |
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