+876.7%
IAU vs GEN
+280.6%
+596.1%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.2% | +1.3% | -0.8% |
| 7D | -0.5% | -1.2% | +0.7% | -0.5% |
| 30D | +4.4% | +10.1% | -5.7% | +4.3% |
| 3M | -1.1% | +16.1% | -17.1% | -1.3% |
| 6M | -13.7% | +38.9% | -52.6% | -14.2% |
| YTD | +2.7% | +14.4% | -11.7% | +2.4% |
| 1Y | +24.6% | +5.9% | +18.8% | +24.4% |
| 3Y | +126.8% | +58.8% | +68.1% | +124.7% |
| 5Y | +139.5% | +24.7% | +114.8% | +137.7% |
| 10Y | +226.3% | +163.1% | +63.2% | +220.3% |
| All | +876.7% | +280.6% | +596.1% | +809.4% |
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 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