+222.8%
IAU vs GEN
+150.6%
+72.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +0.9% |
| 7D | +0.2% | -2.9% | +3.1% | +0.2% |
| 30D | +0.2% | +2.1% | -1.8% | +0.2% |
| 3M | +3.3% | +19.7% | -16.4% | +3.0% |
| 6M | -14.6% | +33.3% | -47.8% | -15.0% |
| YTD | +1.9% | +11.1% | -9.2% | +1.6% |
| 1Y | +20.9% | +3.0% | +17.9% | +20.7% |
| 3Y | +127.5% | +57.9% | +69.6% | +125.2% |
| 5Y | +141.9% | +20.6% | +121.3% | +140.0% |
| 10Y | +222.8% | +153.2% | +69.5% | +222.4% |
| All | +222.8% | +150.6% | +72.2% | +222.4% |
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