+235.7%
DIA vs IAU
+210.9%
+24.8%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | +2.1% | -4.6% | +6.7% | +2.6% |
| 30D | +1.5% | -5.4% | +6.9% | +2.0% |
| 3M | -2.4% | -10.9% | +8.5% | -1.4% |
| 6M | +6.0% | -17.4% | +23.3% | +7.7% |
| YTD | +10.1% | -10.2% | +20.3% | +11.0% |
| 1Y | +11.8% | -7.1% | +18.9% | +12.4% |
| 3Y | +59.7% | +97.7% | -38.0% | +49.8% |
| 5Y | +57.9% | +105.3% | -47.4% | +46.3% |
| All | +235.7% | +210.9% | +24.8% | +224.6% |
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