+141.9%
IAU vs TECH
-42.1%
+184.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | +0.2% | -0.1% | +0.2% | +0.2% |
| 30D | +0.2% | +0.3% | -0.1% | +0.2% |
| 3M | +3.3% | +32.9% | -29.7% | +1.9% |
| 6M | -14.6% | +32.1% | -46.6% | -15.8% |
| YTD | +1.9% | +23.4% | -21.5% | +0.6% |
| 1Y | +20.9% | +34.1% | -13.2% | +18.9% |
| 3Y | +127.5% | +2.2% | +125.3% | +126.0% |
| 5Y | +141.9% | -41.8% | +183.7% | +142.4% |
| All | +141.9% | -42.1% | +184.1% | +142.4% |
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