+248.3%
IAU vs TENB
-9.4%
+257.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.0% | +6.5% | +0.6% |
| 7D | -2.0% | -12.1% | +10.1% | -1.8% |
| 30D | -1.5% | -18.6% | +17.1% | -1.2% |
| 3M | +3.3% | +12.1% | -8.8% | +2.9% |
| 6M | -16.2% | +46.8% | -63.0% | -16.9% |
| YTD | +0.7% | +28.0% | -27.3% | +0.2% |
| 1Y | +19.2% | -1.4% | +20.6% | +19.5% |
| 3Y | +124.4% | -33.9% | +158.4% | +127.0% |
| 5Y | +140.0% | -34.6% | +174.7% | +140.5% |
| All | +248.3% | -9.4% | +257.7% | +238.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TENB.
Daily Out/Under-Performance
Portfolio return minus TENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TENB 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 10y: compounded portfolio wealth divided by compounded TENB 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…
10y analysis · Full analysis span regression · 6 months rolling