+4,800.7%
ASX vs IAU
+875.8%
+3,925.0%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.1% | +0.4% |
| 7D | -0.7% | -0.5% | -0.2% | -0.6% |
| 30D | +2.0% | +4.4% | -2.4% | +0.8% |
| 3M | -1.3% | -1.1% | -0.3% | -1.1% |
| 6M | +71.4% | -13.7% | +85.2% | +77.3% |
| YTD | +135.3% | +2.7% | +132.6% | +133.4% |
| 1Y | +267.5% | +24.6% | +242.9% | +248.8% |
| 3Y | +388.5% | +126.8% | +261.6% | +305.7% |
| 5Y | +417.1% | +139.5% | +277.6% | +322.8% |
| 10Y | +872.7% | +226.3% | +646.5% | +650.5% |
| All | +4,800.7% | +875.8% | +3,925.0% | +2,510.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling