+876.7%
IAU vs DAR
+1,409.0%
-532.3%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | 0.0% | -0.8% |
| 7D | -0.5% | +1.4% | -1.9% | -0.6% |
| 30D | +4.4% | +12.8% | -8.4% | +4.0% |
| 3M | -1.1% | +7.4% | -8.4% | -1.4% |
| 6M | -13.7% | +22.3% | -36.0% | -14.4% |
| YTD | +2.7% | +81.1% | -78.3% | +0.6% |
| 1Y | +24.6% | +106.5% | -81.9% | +21.4% |
| 3Y | +126.8% | +5.3% | +121.6% | +124.6% |
| 5Y | +139.5% | -11.5% | +151.0% | +137.3% |
| 10Y | +226.3% | +353.3% | -127.1% | +203.6% |
| All | +876.7% | +1,409.0% | -532.3% | +787.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling