+569.8%
DELL vs IAU
+105.6%
+464.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.1% | -7.3% | -7.2% |
| 7D | +4.9% | -4.6% | +9.5% | +6.6% |
| 30D | -32.1% | -5.4% | -26.6% | -30.8% |
| 3M | -30.2% | -10.9% | -19.3% | -27.3% |
| 6M | +41.7% | -17.4% | +59.1% | +50.4% |
| YTD | +176.6% | -10.2% | +186.8% | +188.9% |
| 1Y | +159.9% | -7.1% | +167.0% | +169.1% |
| 3Y | +388.0% | +97.7% | +290.3% | +292.8% |
| All | +569.8% | +105.6% | +464.2% | +390.0% |
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