+20.5%
IAU vs DAR
+114.0%
-93.5%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.3% | +0.9% |
| 7D | +0.2% | -0.2% | +0.3% | +0.2% |
| 30D | +0.2% | +7.4% | -7.2% | 0.0% |
| 3M | +3.3% | +15.7% | -12.4% | +2.4% |
| 6M | -14.6% | +30.0% | -44.6% | -16.6% |
| YTD | +1.9% | +87.5% | -85.7% | -3.7% |
| All | +20.5% | +114.0% | -93.5% | +13.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling