+312.3%
DELL vs IAU
+18.2%
+294.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.7% | -3.6% | -4.6% |
| 7D | -1.9% | -3.4% | +1.5% | -0.5% |
| 30D | +14.9% | -1.1% | +16.0% | +15.5% |
| 3M | +37.2% | +5.8% | +31.4% | +34.3% |
| 6M | +254.0% | -16.9% | +270.9% | +272.1% |
| YTD | +306.1% | +0.1% | +306.0% | +319.4% |
| 1Y | +312.3% | +18.4% | +293.9% | +234.4% |
| All | +312.3% | +18.2% | +294.0% | +234.4% |
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 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