+103.1%
IAU vs TECH
+29.5%
+73.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -2.0% | +0.1% | -2.1% | -2.0% |
| 30D | -4.4% | +0.3% | -4.8% | -4.4% |
| 3M | -8.9% | +1.0% | -9.9% | -8.9% |
| 6M | -15.9% | +54.0% | -69.9% | -17.5% |
| YTD | -7.8% | +24.3% | -32.1% | -8.9% |
| 1Y | -3.8% | +23.7% | -27.5% | -5.0% |
| All | +103.1% | +29.5% | +73.7% | +101.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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