+2.9%
IAU vs CBRE
-6.2%
+9.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.1% | -0.5% | +3.0% |
| 7D | -0.3% | +14.1% | -14.3% | -2.2% |
| 30D | -1.9% | +9.0% | -10.9% | -3.1% |
| 3M | -0.4% | -6.6% | +6.2% | +0.1% |
| 6M | -10.1% | +0.8% | -10.9% | -10.5% |
| YTD | -5.9% | -12.2% | +6.3% | -7.3% |
| 1Y | +2.9% | -6.8% | +9.7% | +1.3% |
| All | +2.9% | -6.2% | +9.1% | +1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CBRE.
Daily Out/Under-Performance
Portfolio return minus CBRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CBRE 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 1y: compounded portfolio wealth divided by compounded CBRE 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…
1y analysis · Full analysis span regression · 6 months rolling