+210.7%
IAU vs GEN
+152.9%
+57.8%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.4% | -2.3% | +0.1% |
| 7D | -4.6% | +2.0% | -6.6% | -4.6% |
| 30D | -5.4% | +27.7% | -33.2% | -5.8% |
| 3M | -10.9% | +3.3% | -14.1% | -11.0% |
| 6M | -17.4% | +31.8% | -49.2% | -17.8% |
| YTD | -10.2% | +13.5% | -23.7% | -10.5% |
| 1Y | -7.1% | +16.0% | -23.1% | -7.4% |
| 3Y | +97.7% | +70.6% | +27.1% | +95.3% |
| 5Y | +105.3% | +32.1% | +73.2% | +103.1% |
| All | +210.7% | +152.9% | +57.8% | +204.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling