+132.5%
GOOGL vs IAU
+141.6%
-9.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.9% | -3.2% | -2.4% |
| 7D | -1.9% | +0.2% | -2.0% | -1.9% |
| 30D | -7.5% | +0.2% | -7.7% | -7.5% |
| 3M | -9.2% | +3.3% | -12.4% | -9.8% |
| 6M | +8.1% | -14.6% | +22.6% | +10.7% |
| YTD | +5.8% | +1.9% | +4.0% | +4.8% |
| 1Y | +38.3% | +20.9% | +17.5% | +32.6% |
| 3Y | +144.8% | +127.5% | +17.3% | +103.5% |
| 5Y | +132.5% | +141.9% | -9.4% | +80.4% |
| All | +132.5% | +141.6% | -9.0% | +80.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling