+373.9%
DIS vs IAU
+875.8%
-501.9%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -0.9% | -1.7% |
| 7D | -2.6% | -0.5% | -2.1% | -2.6% |
| 30D | +3.5% | +4.4% | -0.9% | +3.3% |
| 3M | +6.8% | -1.1% | +7.9% | +6.8% |
| 6M | +3.0% | -13.7% | +16.7% | +3.4% |
| YTD | -6.7% | +2.7% | -9.5% | -6.8% |
| 1Y | -10.1% | +24.6% | -34.7% | -10.4% |
| 3Y | +33.0% | +126.8% | -93.8% | +30.4% |
| 5Y | -40.0% | +139.5% | -179.5% | -41.4% |
| 10Y | +21.1% | +226.3% | -205.2% | +18.0% |
| All | +373.9% | +875.8% | -501.9% | +360.7% |
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