+125.4%
IAU vs DAR
+14.9%
+110.6%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.9% | -4.7% | -1.8% |
| 7D | +0.7% | -0.9% | +1.6% | +0.8% |
| 30D | +0.3% | +13.0% | -12.6% | -0.1% |
| 3M | +0.7% | +15.0% | -14.3% | +0.2% |
| 6M | -15.5% | +26.8% | -42.3% | -16.4% |
| YTD | +1.0% | +86.4% | -85.5% | -1.6% |
| 1Y | +19.6% | +115.1% | -95.5% | +15.9% |
| 3Y | +125.4% | +14.6% | +110.8% | +120.4% |
| All | +125.4% | +14.9% | +110.6% | +120.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling