+210.3%
IAU vs GEN
+147.0%
+63.3%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.1% | +0.3% | -2.7% |
| 7D | -5.5% | -3.0% | -2.5% | -5.4% |
| 30D | -7.0% | +24.7% | -31.7% | -7.3% |
| 3M | -12.3% | +4.1% | -16.4% | -12.4% |
| 6M | -17.9% | +36.0% | -54.0% | -18.4% |
| YTD | -10.3% | +10.9% | -21.2% | -10.6% |
| 1Y | -7.9% | +12.2% | -20.1% | -8.2% |
| 3Y | +98.7% | +63.3% | +35.4% | +96.4% |
| 5Y | +105.0% | +29.0% | +76.0% | +103.0% |
| All | +210.3% | +147.0% | +63.3% | +204.1% |
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