+111.2%
IAU vs TECH
-41.3%
+152.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -17.6% |
| YTD | -7.8% | +24.3% | -32.1% | -9.0% |
| 1Y | -3.8% | +23.7% | -27.5% | -5.0% |
| 3Y | +104.3% | +28.5% | +75.9% | +101.1% |
| 5Y | +111.2% | -41.2% | +152.4% | +113.5% |
| All | +111.2% | -41.3% | +152.5% | +113.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling