+218.0%
IAU vs DAR
+375.1%
-157.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.7% | 0.0% | -1.7% |
| 7D | -3.4% | +0.9% | -4.3% | -3.4% |
| 30D | -1.1% | +6.4% | -7.5% | -1.3% |
| 3M | +5.8% | +13.2% | -7.4% | +5.3% |
| 6M | -16.9% | +26.2% | -43.1% | -17.7% |
| YTD | +0.1% | +84.4% | -84.2% | -2.2% |
| 1Y | +18.4% | +112.0% | -93.6% | +15.0% |
| 3Y | +123.6% | +13.4% | +110.2% | +120.6% |
| 5Y | +138.7% | -6.0% | +144.8% | +136.0% |
| All | +218.0% | +375.1% | -157.1% | +202.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 10y: compounded portfolio wealth divided by compounded DAR 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…
10y analysis · Full analysis span regression · 6 months rolling