+268.6%
GE vs IAU
+103.2%
+165.3%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.8% | +3.5% | +2.8% |
| 7D | +7.1% | +4.7% | +2.4% | +6.2% |
| 30D | +6.5% | -0.9% | +7.3% | +6.6% |
| 3M | -13.6% | -4.4% | -9.2% | -13.1% |
| 6M | +6.0% | -13.5% | +19.5% | +8.0% |
| YTD | +5.4% | -5.9% | +11.3% | +6.4% |
| 1Y | +6.5% | +1.9% | +4.6% | +7.1% |
| 3Y | +268.6% | +104.1% | +164.5% | +239.0% |
| All | +268.6% | +103.2% | +165.3% | +239.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling