+45.6%
C vs IAU
+20.0%
+25.7%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.4% |
| 7D | +3.2% | +0.7% | +2.4% | +3.1% |
| 30D | +1.3% | +0.3% | +1.0% | +1.2% |
| 3M | +3.1% | +0.7% | +2.4% | +2.7% |
| 6M | +29.6% | -15.5% | +45.1% | +31.8% |
| YTD | +19.0% | +1.0% | +18.0% | +17.0% |
| 1Y | +45.6% | +19.6% | +26.1% | +40.9% |
| All | +45.6% | +20.0% | +25.7% | +40.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling