+613.9%
DUK vs IAU
+858.9%
-245.0%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.6% | +1.0% |
| 7D | +0.7% | +0.7% | 0.0% | +0.6% |
| 30D | -2.0% | +0.3% | -2.4% | -2.1% |
| 3M | +0.2% | +0.7% | -0.5% | 0.0% |
| 6M | -6.9% | -15.5% | +8.6% | -5.5% |
| YTD | +6.1% | +1.0% | +5.2% | +5.6% |
| 1Y | +4.4% | +19.6% | -15.1% | +2.0% |
| 3Y | +49.1% | +125.4% | -76.3% | +36.3% |
| 5Y | +39.6% | +140.7% | -101.2% | +26.6% |
| 10Y | +125.1% | +218.1% | -93.0% | +100.1% |
| All | +613.9% | +858.9% | -245.0% | +493.9% |
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