-22.8%
GOOGL vs IAU
-17.5%
-5.3%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.8% | +4.6% | +2.4% |
| 7D | +5.7% | -5.5% | +11.2% | +7.0% |
| 30D | -15.6% | -7.0% | -8.6% | -14.4% |
| 3M | -13.0% | -12.3% | -0.7% | -11.2% |
| 6M | -22.8% | -17.9% | -4.8% | -17.7% |
| All | -22.8% | -17.5% | -5.3% | -17.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling