+114.8%
IAU vs GEN
+31.7%
+83.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.7% | -3.3% | -2.6% |
| 7D | +2.8% | +1.0% | +1.8% | +2.8% |
| 30D | -4.0% | +29.1% | -33.0% | -4.5% |
| 3M | -8.2% | +2.9% | -11.1% | -8.3% |
| 6M | -14.8% | +33.6% | -48.4% | -15.3% |
| YTD | -6.7% | +12.0% | -18.7% | -7.0% |
| 1Y | -2.2% | +16.2% | -18.4% | -2.6% |
| 3Y | +106.7% | +65.1% | +41.6% | +103.4% |
| 5Y | +114.8% | +33.3% | +81.5% | +108.3% |
| All | +114.8% | +31.7% | +83.1% | +108.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling