+132.0%
GLW vs IAU
+20.0%
+112.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -1.7% | +9.3% | +8.5% |
| 7D | +14.0% | +0.7% | +13.3% | +13.4% |
| 30D | +0.4% | +0.3% | 0.0% | -0.1% |
| 3M | -11.3% | +0.7% | -12.0% | -11.9% |
| 6M | +35.1% | -15.5% | +50.6% | +44.0% |
| YTD | +90.5% | +1.0% | +89.6% | +92.8% |
| 1Y | +132.0% | +19.6% | +112.5% | +113.0% |
| All | +132.0% | +20.0% | +112.0% | +113.0% |
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 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