+753.6%
IAU vs TECH
+904.3%
-150.7%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | -4.6% | 0.0% | -4.6% | -4.6% |
| 30D | -5.4% | +0.4% | -5.9% | -5.4% |
| 3M | -10.9% | +1.0% | -11.9% | -10.9% |
| 6M | -17.4% | +62.7% | -80.0% | -18.3% |
| YTD | -10.2% | +24.3% | -34.5% | -10.8% |
| 1Y | -7.1% | +20.5% | -27.6% | -7.6% |
| 3Y | +97.7% | +29.3% | +68.4% | +96.0% |
| 5Y | +105.3% | -41.0% | +146.3% | +105.2% |
| 10Y | +208.0% | +189.2% | +18.9% | +206.3% |
| All | +753.6% | +904.3% | -150.7% | +739.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling