+876.7%
IAU vs WEC
+1,112.4%
-235.7%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.8% |
| 7D | -0.5% | -0.3% | -0.2% | -0.5% |
| 30D | +4.4% | -1.3% | +5.7% | +4.5% |
| 3M | -1.1% | -3.9% | +2.9% | -0.7% |
| 6M | -13.7% | -8.3% | -5.4% | -13.1% |
| YTD | +2.7% | +3.1% | -0.3% | +2.3% |
| 1Y | +24.6% | +1.9% | +22.7% | +24.2% |
| 3Y | +126.8% | +41.9% | +84.9% | +118.3% |
| 5Y | +139.5% | +30.8% | +108.7% | +131.6% |
| 10Y | +226.3% | +141.9% | +84.3% | +196.9% |
| All | +876.7% | +1,112.4% | -235.7% | +702.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling