+124.4%
IAU vs GRAB
-18.7%
+143.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | +0.5% |
| 7D | -2.0% | -10.8% | +8.8% | -1.4% |
| 30D | -1.5% | -15.5% | +14.0% | -0.6% |
| 3M | +3.3% | -9.0% | +12.2% | +3.6% |
| 6M | -16.2% | -21.6% | +5.4% | -15.3% |
| YTD | +0.7% | -38.9% | +39.5% | +2.8% |
| 1Y | +19.2% | -44.8% | +64.1% | +22.2% |
| 3Y | +124.4% | -18.4% | +142.9% | +121.1% |
| All | +124.4% | -18.7% | +143.1% | +121.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GRAB.
Daily Out/Under-Performance
Portfolio return minus GRAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRAB 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 GRAB 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