+97.5%
IAU vs RACE
+23.0%
+74.5%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.5% | -0.3% | -2.5% |
| 7D | -5.5% | -4.0% | -1.5% | -5.0% |
| 30D | -7.0% | +3.5% | -10.5% | -7.3% |
| 3M | -12.3% | -0.4% | -11.9% | -12.2% |
| 6M | -17.9% | +23.2% | -41.1% | -19.3% |
| YTD | -10.3% | +11.0% | -21.3% | -11.3% |
| 1Y | -7.9% | -2.2% | -5.7% | -8.3% |
| All | +97.5% | +23.0% | +74.5% | +90.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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