+402.2%
CAH vs IAU
+141.6%
+260.6%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +13.0% |
| 6M | +8.5% | -14.6% | +23.0% | +9.1% |
| YTD | +17.6% | +1.9% | +15.7% | +16.9% |
| 1Y | +60.7% | +20.9% | +39.8% | +57.6% |
| 3Y | +183.2% | +127.5% | +55.7% | +166.7% |
| 5Y | +402.2% | +141.9% | +260.3% | +366.3% |
| All | +402.2% | +141.6% | +260.6% | +366.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling