+63.6%
DIA vs IAU
+141.6%
-78.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.7% | -0.8% |
| 7D | -1.2% | +0.2% | -1.4% | -1.3% |
| 30D | -2.7% | +0.2% | -2.9% | -2.7% |
| 3M | +3.3% | +3.3% | 0.0% | +2.8% |
| 6M | +10.4% | -14.6% | +25.0% | +11.8% |
| YTD | +10.0% | +1.9% | +8.1% | +9.5% |
| 1Y | +16.2% | +20.9% | -4.7% | +13.7% |
| 3Y | +58.7% | +127.5% | -68.7% | +42.1% |
| 5Y | +63.6% | +141.9% | -78.4% | +40.8% |
| All | +63.6% | +141.6% | -78.0% | +40.8% |
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