+721.5%
DIA vs IAU
+875.8%
-154.2%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.5% |
| 7D | -0.2% | -0.5% | +0.3% | -0.2% |
| 30D | -1.5% | +4.4% | -6.0% | -1.7% |
| 3M | +3.8% | -1.1% | +4.8% | +3.8% |
| 6M | +10.3% | -13.7% | +24.0% | +10.8% |
| YTD | +12.1% | +2.7% | +9.4% | +11.9% |
| 1Y | +18.6% | +24.6% | -6.0% | +17.6% |
| 3Y | +60.6% | +126.8% | -66.2% | +55.8% |
| 5Y | +64.4% | +139.5% | -75.1% | +59.0% |
| 10Y | +250.1% | +226.3% | +23.8% | +237.4% |
| All | +721.5% | +875.8% | -154.2% | +650.1% |
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