+168.9%
GIS vs IAU
+752.8%
-583.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.1% | +2.3% | +2.4% |
| 7D | -3.4% | -4.6% | +1.2% | -3.2% |
| 30D | +6.9% | -5.4% | +12.3% | +7.1% |
| 3M | -10.1% | -10.9% | +0.8% | -9.8% |
| 6M | +5.9% | -17.4% | +23.2% | +6.6% |
| YTD | -21.1% | -10.2% | -10.9% | -20.9% |
| 1Y | -22.5% | -7.1% | -15.4% | -22.4% |
| 3Y | -39.0% | +97.7% | -136.7% | -41.0% |
| 5Y | -33.3% | +105.3% | -138.6% | -35.7% |
| 10Y | -17.0% | +208.0% | -225.1% | -20.6% |
| All | +168.9% | +752.8% | -583.9% | +150.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling