+57.7%
GEV vs IAU
+24.6%
+33.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.9% | +0.3% |
| 7D | +3.3% | -0.5% | +3.8% | +3.4% |
| 30D | -7.5% | +4.4% | -11.9% | -8.7% |
| 3M | -2.2% | -1.1% | -1.1% | -2.1% |
| 6M | +12.1% | -13.7% | +25.8% | +14.9% |
| YTD | +44.4% | +2.7% | +41.7% | +42.4% |
| 1Y | +57.7% | +24.6% | +33.0% | +32.3% |
| All | +57.7% | +24.6% | +33.1% | +32.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling