+291.9%
C vs IAU
+220.5%
+71.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.3% |
| 7D | +3.6% | -0.5% | +4.1% | +3.6% |
| 30D | +0.1% | +4.4% | -4.4% | +0.1% |
| 3M | +2.4% | -1.1% | +3.5% | +2.3% |
| 6M | +24.9% | -13.7% | +38.7% | +23.9% |
| YTD | +19.8% | +2.7% | +17.1% | +20.4% |
| 1Y | +44.9% | +24.6% | +20.2% | +48.3% |
| 3Y | +263.0% | +126.8% | +136.1% | +292.4% |
| 5Y | +129.5% | +139.5% | -10.0% | +148.1% |
| All | +291.9% | +220.5% | +71.4% | +387.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling