+20.9%
IAU vs GEN
+0.6%
+20.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +0.3% |
| 3M | +3.3% | +19.7% | -16.4% | +3.2% |
| 6M | -14.6% | +33.3% | -47.8% | -14.5% |
| YTD | +1.9% | +11.1% | -9.2% | +0.9% |
| 1Y | +20.9% | +3.0% | +17.9% | +16.9% |
| All | +20.9% | +0.6% | +20.3% | +16.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling