+425.4%
DIS vs IAU
+793.8%
-368.4%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.4% |
| 7D | +5.2% | +4.7% | +0.5% | +5.1% |
| 30D | +11.5% | -0.9% | +12.3% | +11.5% |
| 3M | +11.5% | -4.4% | +15.9% | +11.7% |
| 6M | +8.9% | -13.5% | +22.4% | +9.3% |
| YTD | +3.4% | -5.9% | +9.3% | +3.7% |
| 1Y | +7.2% | +1.9% | +5.3% | +7.3% |
| 3Y | +43.3% | +104.1% | -60.7% | +40.9% |
| 5Y | -31.4% | +121.0% | -152.4% | -32.8% |
| 10Y | +37.1% | +204.1% | -167.0% | +34.0% |
| All | +425.4% | +793.8% | -368.4% | +412.3% |
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