+776.9%
IAU vs GEN
+280.5%
+496.5%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.1% | -3.2% | -1.2% |
| 7D | -2.0% | -0.8% | -1.1% | -2.0% |
| 30D | -4.4% | +31.2% | -35.6% | -4.8% |
| 3M | -8.9% | +6.1% | -15.0% | -9.0% |
| 6M | -15.9% | +38.1% | -54.0% | -16.4% |
| YTD | -7.8% | +14.4% | -22.1% | -8.1% |
| 1Y | -3.8% | +15.1% | -18.9% | -4.1% |
| 3Y | +104.3% | +68.5% | +35.8% | +102.2% |
| 5Y | +111.2% | +35.8% | +75.4% | +109.3% |
| 10Y | +216.4% | +155.4% | +61.1% | +210.7% |
| All | +776.9% | +280.5% | +496.5% | +716.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling