+180.2%
CAH vs IAU
+126.4%
+53.8%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.2% |
| 7D | -2.2% | +0.2% | -2.4% | -2.2% |
| 30D | +1.2% | +0.2% | +1.0% | +1.2% |
| 3M | +13.1% | +3.3% | +9.8% | +13.1% |
| 6M | +8.5% | -14.6% | +23.0% | +9.0% |
| YTD | +17.6% | +1.9% | +15.7% | +16.6% |
| 1Y | +60.7% | +20.9% | +39.8% | +57.0% |
| All | +180.2% | +126.4% | +53.8% | +158.5% |
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