+37.4%
IAU vs GLXY
+7.0%
+30.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -7.0% | +7.9% | +1.3% |
| 7D | +0.2% | +4.5% | -4.4% | -0.1% |
| 30D | +0.2% | +28.8% | -28.6% | -1.1% |
| 3M | +3.3% | -23.0% | +26.3% | +4.1% |
| 6M | -14.6% | +17.0% | -31.6% | -15.3% |
| YTD | +1.9% | +12.5% | -10.6% | +0.4% |
| 1Y | +20.9% | -5.4% | +26.3% | +19.3% |
| All | +37.4% | +7.0% | +30.3% | +35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GLXY.
Daily Out/Under-Performance
Portfolio return minus GLXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLXY 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 3y: compounded portfolio wealth divided by compounded GLXY 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…
3y analysis · Full analysis span regression · 6 months rolling