+868.5%
IAU vs TROW
+595.1%
+273.4%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.4% | +0.9% |
| 7D | +0.2% | -1.5% | +1.7% | +0.2% |
| 30D | +0.2% | -5.3% | +5.5% | +0.3% |
| 3M | +3.3% | +2.9% | +0.3% | +3.3% |
| 6M | -14.6% | +22.2% | -36.8% | -14.6% |
| YTD | +1.9% | +8.1% | -6.2% | +1.8% |
| 1Y | +20.9% | +5.8% | +15.1% | +20.8% |
| 3Y | +127.5% | +14.0% | +113.5% | +127.2% |
| 5Y | +141.9% | -38.3% | +180.2% | +141.1% |
| 10Y | +222.8% | +131.7% | +91.1% | +223.5% |
| All | +868.5% | +595.1% | +273.4% | +799.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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