+36.1%
IAU vs GLXY
+15.1%
+21.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.7% | -4.5% | -1.9% |
| 7D | +0.7% | +15.5% | -14.7% | 0.0% |
| 30D | +0.3% | +34.1% | -33.8% | -1.2% |
| 3M | +0.7% | -11.3% | +12.0% | +0.8% |
| 6M | -15.5% | +31.6% | -47.1% | -16.6% |
| YTD | +1.0% | +21.0% | -20.0% | -0.9% |
| 1Y | +19.6% | +11.7% | +7.9% | +17.6% |
| All | +36.1% | +15.1% | +21.0% | +34.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling