+705.7%
DIA vs IAU
+751.7%
-46.0%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.8% | +2.4% | -0.2% |
| 7D | +1.6% | -5.5% | +7.1% | +1.9% |
| 30D | +1.2% | -7.0% | +8.2% | +1.6% |
| 3M | -2.4% | -12.3% | +9.9% | -1.8% |
| 6M | +5.7% | -17.9% | +23.6% | +6.5% |
| YTD | +9.9% | -10.3% | +20.3% | +10.4% |
| 1Y | +9.8% | -7.9% | +17.7% | +10.2% |
| 3Y | +59.8% | +98.7% | -38.9% | +55.9% |
| 5Y | +57.7% | +105.0% | -47.4% | +53.5% |
| 10Y | +235.8% | +207.7% | +28.1% | +225.1% |
| All | +705.7% | +751.7% | -46.0% | +640.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling