+1,021.2%
CAH vs IAU
+752.8%
+268.4%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +0.9% | +1.1% |
| 7D | +3.5% | -4.6% | +8.0% | +3.4% |
| 30D | +13.5% | -5.4% | +18.9% | +13.4% |
| 3M | +21.8% | -10.9% | +32.7% | +21.7% |
| 6M | +51.5% | -17.4% | +68.9% | +51.3% |
| YTD | +38.1% | -10.2% | +48.3% | +37.9% |
| 1Y | +37.7% | -7.1% | +44.8% | +37.6% |
| 3Y | +179.6% | +97.7% | +81.9% | +182.1% |
| 5Y | +504.9% | +105.3% | +399.7% | +510.2% |
| 10Y | +418.6% | +208.0% | +210.5% | +429.4% |
| All | +1,021.2% | +752.8% | +268.4% | +1,120.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling