+740.7%
GOOGL vs IAU
+218.5%
+522.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.7% | +2.3% | +0.9% |
| 7D | -2.8% | -3.4% | +0.5% | -2.3% |
| 30D | -3.2% | -1.1% | -2.1% | -3.1% |
| 3M | -6.6% | +5.8% | -12.4% | -7.6% |
| 6M | +8.5% | -16.9% | +25.4% | +11.3% |
| YTD | +6.5% | +0.1% | +6.3% | +6.0% |
| 1Y | +39.4% | +18.4% | +21.0% | +35.2% |
| 3Y | +146.2% | +123.6% | +22.6% | +114.9% |
| 5Y | +138.3% | +138.7% | -0.4% | +103.6% |
| All | +740.7% | +218.5% | +522.2% | +633.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling