+6,168.5%
GOOGL vs IAU
+752.8%
+5,415.7%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.0% |
| 7D | +3.9% | -4.6% | +8.4% | +4.1% |
| 30D | -14.9% | -5.4% | -9.5% | -14.7% |
| 3M | -14.6% | -10.9% | -3.7% | -14.1% |
| 6M | -26.4% | -17.4% | -9.1% | -25.8% |
| YTD | -5.3% | -10.2% | +4.9% | -4.8% |
| 1Y | +6.5% | -7.1% | +13.5% | +6.9% |
| 3Y | +126.0% | +97.7% | +28.3% | +122.4% |
| 5Y | +100.8% | +105.3% | -4.5% | +96.9% |
| 10Y | +673.8% | +208.0% | +465.8% | +665.5% |
| All | +6,168.5% | +752.8% | +5,415.7% | +5,715.3% |
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 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