+1,106.2%
DELL vs IAU
+141.6%
+964.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | 0.0% |
| 7D | +8.7% | +0.2% | +8.6% | +8.7% |
| 30D | +16.9% | +0.2% | +16.7% | +16.8% |
| 3M | +40.4% | +3.3% | +37.2% | +39.0% |
| 6M | +267.1% | -14.6% | +281.6% | +280.3% |
| YTD | +329.1% | +1.9% | +327.2% | +329.4% |
| 1Y | +346.9% | +20.9% | +326.0% | +328.7% |
| 3Y | +696.6% | +127.5% | +569.2% | +526.8% |
| 5Y | +1,106.2% | +141.9% | +964.3% | +782.3% |
| All | +1,106.2% | +141.6% | +964.6% | +782.3% |
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