+753.6%
IAU vs TECH
+905.4%
-151.8%
-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% | +0.1% | +0.1% |
| 7D | -4.6% | +0.1% | -4.7% | -4.6% |
| 30D | -5.4% | +0.5% | -6.0% | -5.4% |
| 3M | -10.9% | +1.1% | -12.0% | -10.9% |
| 6M | -17.4% | +62.8% | -80.2% | -18.3% |
| YTD | -10.2% | +24.5% | -34.7% | -10.8% |
| 1Y | -7.1% | +20.6% | -27.7% | -7.7% |
| 3Y | +97.7% | +29.5% | +68.3% | +96.0% |
| 5Y | +105.3% | -40.9% | +146.2% | +105.2% |
| 10Y | +208.0% | +189.5% | +18.5% | +206.3% |
| All | +753.6% | +905.4% | -151.8% | +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