+244.3%
DIA vs IAU
+218.5%
+25.8%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.1% | -0.5% |
| 7D | -3.0% | -3.4% | +0.4% | -2.7% |
| 30D | -3.0% | -1.1% | -1.9% | -2.9% |
| 3M | +4.5% | +5.8% | -1.3% | +3.9% |
| 6M | +9.8% | -16.9% | +26.7% | +11.2% |
| YTD | +9.3% | +0.1% | +9.2% | +9.1% |
| 1Y | +16.0% | +18.4% | -2.4% | +14.3% |
| 3Y | +57.7% | +123.6% | -65.8% | +46.7% |
| 5Y | +63.8% | +138.7% | -75.0% | +50.5% |
| All | +244.3% | +218.5% | +25.8% | +228.9% |
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