+794.5%
IAU vs DECK
+3,984.5%
-3,190.0%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +6.0% | -2.3% | +3.6% |
| 7D | -0.3% | +10.4% | -10.6% | -0.3% |
| 30D | -1.9% | +11.1% | -13.0% | -1.9% |
| 3M | -0.4% | -10.8% | +10.4% | -0.4% |
| 6M | -10.1% | -8.7% | -1.4% | -10.1% |
| YTD | -5.9% | -14.0% | +8.1% | -5.9% |
| 1Y | +2.9% | +12.0% | -9.1% | +2.8% |
| 3Y | +102.4% | -10.5% | +112.9% | +102.2% |
| 5Y | +124.0% | +28.5% | +95.5% | +123.0% |
| 10Y | +204.0% | +923.3% | -719.3% | +199.4% |
| All | +794.5% | +3,984.5% | -3,190.0% | +706.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 DECK 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