-22.5%
GIS vs IAU
-8.1%
-14.4%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.1% | +2.3% | +2.4% |
| 7D | -3.4% | -4.6% | +1.2% | -3.3% |
| 30D | +6.9% | -5.4% | +12.3% | +6.8% |
| 3M | -10.1% | -10.9% | +0.8% | -10.2% |
| 6M | +5.9% | -17.4% | +23.2% | +6.6% |
| YTD | -21.1% | -10.2% | -10.9% | -20.6% |
| 1Y | -22.5% | -7.1% | -15.4% | -22.3% |
| All | -22.5% | -8.1% | -14.4% | -22.3% |
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