+121.4%
DAL vs IAU
+209.9%
-88.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.2% | -0.9% |
| 7D | +2.3% | -2.0% | +4.3% | +2.5% |
| 30D | +14.3% | -4.4% | +18.7% | +14.6% |
| 3M | +1.3% | -8.9% | +10.2% | +1.8% |
| 6M | +29.3% | -15.9% | +45.2% | +30.2% |
| YTD | +33.0% | -7.8% | +40.8% | +33.6% |
| 1Y | +59.8% | -3.8% | +63.6% | +60.6% |
| 3Y | +177.2% | +104.3% | +72.8% | +180.4% |
| 5Y | +118.4% | +111.2% | +7.2% | +118.9% |
| 10Y | +121.4% | +216.4% | -95.0% | +137.7% |
| All | +121.4% | +209.9% | -88.5% | +137.7% |
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