+3,922.7%
DELL vs IAU
+218.5%
+3,704.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.7% | -3.6% | -4.9% |
| 7D | -1.9% | -3.4% | +1.5% | -1.1% |
| 30D | +14.9% | -1.1% | +16.0% | +15.3% |
| 3M | +37.2% | +5.8% | +31.4% | +35.5% |
| 6M | +254.0% | -16.9% | +270.9% | +266.2% |
| YTD | +306.1% | +0.1% | +306.0% | +308.2% |
| 1Y | +312.3% | +18.4% | +293.9% | +302.5% |
| 3Y | +654.0% | +123.6% | +530.5% | +553.4% |
| 5Y | +1,055.3% | +138.7% | +916.6% | +878.6% |
| All | +3,922.7% | +218.5% | +3,704.2% | +3,508.2% |
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 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