+103.1%
IAU vs WEC
+62.7%
+40.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.5% | -1.2% |
| 7D | -2.0% | -0.5% | -1.4% | -1.9% |
| 30D | -4.4% | +12.0% | -16.4% | -5.8% |
| 3M | -8.9% | +11.1% | -20.0% | -10.2% |
| 6M | -15.9% | +6.0% | -21.9% | -16.7% |
| YTD | -7.8% | +14.3% | -22.0% | -9.8% |
| 1Y | -3.8% | +8.0% | -11.8% | -5.0% |
| All | +103.1% | +62.7% | +40.4% | +80.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 3y: compounded portfolio wealth divided by compounded WEC 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…
3y analysis · Full analysis span regression · 6 months rolling