+498.2%
ASX vs IAU
+106.1%
+392.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.8% | -1.3% | -2.8% |
| 7D | +22.1% | -5.5% | +27.6% | +25.0% |
| 30D | -23.8% | -7.0% | -16.8% | -21.3% |
| 3M | -7.6% | -12.3% | +4.7% | -2.4% |
| 6M | +6.9% | -17.9% | +24.9% | +15.9% |
| YTD | +127.7% | -10.3% | +138.0% | +136.7% |
| 1Y | +144.5% | -7.9% | +152.4% | +150.9% |
| 3Y | +377.8% | +98.7% | +279.1% | +259.9% |
| 5Y | +498.2% | +105.0% | +393.2% | +321.5% |
| All | +498.2% | +106.1% | +392.1% | +321.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling