+139.3%
IAU vs ETSY
-66.2%
+205.6%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | +0.5% |
| 7D | -2.0% | -4.9% | +2.9% | -1.9% |
| 30D | -1.5% | -8.6% | +7.1% | -1.4% |
| 3M | +3.3% | +4.8% | -1.5% | +3.1% |
| 6M | -16.2% | +38.1% | -54.3% | -16.8% |
| YTD | +0.7% | +31.2% | -30.6% | 0.0% |
| 1Y | +19.2% | +22.1% | -2.9% | +18.4% |
| 3Y | +124.4% | +12.2% | +112.2% | +122.5% |
| All | +139.3% | -66.2% | +205.6% | +139.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ETSY.
Daily Out/Under-Performance
Portfolio return minus ETSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETSY 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 5y: compounded portfolio wealth divided by compounded ETSY 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…
5y analysis · Full analysis span regression · 6 months rolling