+31.9%
BABA vs IAU
+105.5%
-73.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.6% | +0.1% | -1.6% |
| 7D | +2.4% | +2.8% | -0.5% | +1.4% |
| 30D | -7.8% | -4.0% | -3.8% | -6.6% |
| 3M | -22.4% | -8.2% | -14.2% | -20.4% |
| 6M | -26.0% | -14.8% | -11.2% | -22.0% |
| YTD | -29.3% | -6.7% | -22.6% | -27.8% |
| 1Y | -37.5% | -2.2% | -35.3% | -37.1% |
| 3Y | +31.9% | +106.7% | -74.8% | +10.5% |
| All | +31.9% | +105.5% | -73.6% | +10.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling