+157.4%
GE vs IAU
+208.6%
-51.2%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.6% | +3.3% | +0.9% |
| 7D | +5.4% | +2.8% | +2.6% | +5.2% |
| 30D | +9.6% | -4.0% | +13.6% | +9.8% |
| 3M | -7.7% | -8.2% | +0.5% | -7.4% |
| 6M | +14.0% | -14.8% | +28.8% | +14.6% |
| YTD | +10.2% | -6.7% | +16.9% | +10.8% |
| 1Y | +8.9% | -2.2% | +11.1% | +9.7% |
| 3Y | +273.7% | +106.7% | +166.9% | +286.3% |
| 5Y | +410.2% | +114.8% | +295.4% | +424.5% |
| 10Y | +157.4% | +213.0% | -55.5% | +182.9% |
| All | +157.4% | +208.6% | -51.2% | +182.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling