+19.6%
IAU vs ACWI
+21.5%
-2.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.3% | -1.3% |
| 7D | +0.7% | +1.1% | -0.3% | -0.2% |
| 30D | +0.3% | -0.2% | +0.5% | +0.5% |
| 3M | +0.7% | +4.7% | -4.0% | -3.1% |
| 6M | -15.5% | +14.5% | -30.0% | -23.7% |
| YTD | +1.0% | +14.6% | -13.7% | -8.4% |
| 1Y | +19.6% | +21.4% | -1.9% | +4.6% |
| All | +19.6% | +21.5% | -2.0% | +4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ACWI 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling