+319.1%
DELL vs IAU
+24.6%
+294.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.8% |
| 7D | +14.9% | -0.5% | +15.4% | +15.2% |
| 30D | +13.3% | +4.4% | +8.8% | +11.5% |
| 3M | +24.4% | -1.1% | +25.5% | +24.4% |
| 6M | +258.0% | -13.7% | +271.7% | +270.4% |
| YTD | +320.2% | +2.7% | +317.5% | +329.7% |
| 1Y | +319.1% | +24.6% | +294.4% | +265.6% |
| All | +319.1% | +24.6% | +294.5% | +265.6% |
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