+122.8%
DAL vs IAU
+208.2%
-85.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.8% | +3.0% | +2.2% |
| 7D | +8.8% | +4.7% | +4.1% | +8.5% |
| 30D | +5.4% | -0.9% | +6.3% | +5.4% |
| 3M | -4.9% | -4.4% | -0.6% | -4.7% |
| 6M | +19.8% | -13.5% | +33.3% | +20.5% |
| YTD | +27.0% | -5.9% | +32.9% | +27.4% |
| 1Y | +52.5% | +1.9% | +50.6% | +53.0% |
| 3Y | +173.8% | +104.1% | +69.8% | +177.1% |
| 5Y | +104.5% | +121.0% | -16.5% | +105.4% |
| All | +122.8% | +208.2% | -85.4% | +139.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling