+32,043.9%
AVGO vs IAU
+282.7%
+31,761.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.8% | +8.3% | +5.8% |
| 7D | +25.0% | -5.5% | +30.4% | +25.6% |
| 30D | +2.0% | -7.0% | +9.0% | +2.6% |
| 3M | -12.3% | -12.3% | 0.0% | -11.3% |
| 6M | -12.8% | -17.9% | +5.1% | -11.5% |
| YTD | +5.9% | -10.3% | +16.2% | +6.8% |
| 1Y | +3.3% | -7.9% | +11.2% | +4.0% |
| 3Y | +293.1% | +98.7% | +194.4% | +281.9% |
| 5Y | +606.7% | +105.0% | +501.7% | +582.6% |
| 10Y | +2,733.6% | +207.7% | +2,525.9% | +2,722.3% |
| All | +32,043.9% | +282.7% | +31,761.2% | +26,481.1% |
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 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