+190.4%
ETN vs IAU
+139.7%
+50.7%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.5% | +3.4% | +3.9% |
| 7D | +3.5% | -2.0% | +5.5% | +3.9% |
| 30D | -7.5% | -1.5% | -6.0% | -7.3% |
| 3M | +8.3% | +3.3% | +5.1% | +7.6% |
| 6M | +20.2% | -16.2% | +36.4% | +22.4% |
| YTD | +34.7% | +0.7% | +34.0% | +35.3% |
| 1Y | +19.4% | +19.2% | +0.2% | +18.8% |
| 3Y | +85.5% | +124.4% | -38.9% | +75.0% |
| All | +190.4% | +139.7% | +50.7% | +157.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling