+22.8%
CTAS vs IAU
-1.6%
+24.4%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.6% | +3.6% | +1.0% |
| 7D | +0.7% | +2.8% | -2.1% | +0.6% |
| 30D | +11.3% | -4.0% | +15.3% | +11.3% |
| 3M | +11.4% | -8.2% | +19.6% | +11.6% |
| 6M | +35.6% | -14.8% | +50.4% | +36.9% |
| YTD | +20.7% | -6.7% | +27.4% | +19.6% |
| 1Y | +22.8% | -2.2% | +25.1% | +20.9% |
| All | +22.8% | -1.6% | +24.4% | +20.9% |
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