+2,772.9%
COST vs IAU
+858.9%
+1,914.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.1% | -0.6% |
| 7D | -3.2% | +0.7% | -3.9% | -3.2% |
| 30D | -4.0% | +0.3% | -4.3% | -4.0% |
| 3M | -6.5% | +0.7% | -7.2% | -6.5% |
| 6M | -8.5% | -15.5% | +7.0% | -8.4% |
| YTD | +6.0% | +1.0% | +5.1% | +6.0% |
| 1Y | -5.8% | +19.6% | -25.4% | -5.9% |
| 3Y | +71.8% | +125.4% | -53.6% | +71.1% |
| 5Y | +106.2% | +140.7% | -34.5% | +105.3% |
| 10Y | +602.0% | +218.1% | +383.9% | +608.3% |
| All | +2,772.9% | +858.9% | +1,914.0% | +3,051.3% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling