+119.1%
DAL vs IAU
+114.3%
+4.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.6% | +3.1% | +0.7% |
| 7D | +10.7% | +2.8% | +7.9% | +10.4% |
| 30D | +12.5% | -4.0% | +16.5% | +12.9% |
| 3M | +3.6% | -8.2% | +11.8% | +4.4% |
| 6M | +26.7% | -14.8% | +41.5% | +28.0% |
| YTD | +34.3% | -6.7% | +41.0% | +35.1% |
| 1Y | +59.1% | -2.2% | +61.4% | +60.0% |
| 3Y | +179.9% | +106.7% | +73.1% | +185.5% |
| 5Y | +119.1% | +114.8% | +4.3% | +106.2% |
| All | +119.1% | +114.3% | +4.8% | +106.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling