+139.3%
IAU vs WPM
+263.6%
-124.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.1% | -1.5% | -0.3% |
| 7D | -2.0% | -0.6% | -1.5% | -1.8% |
| 30D | -1.5% | +14.4% | -15.9% | -6.7% |
| 3M | +3.3% | +37.0% | -33.7% | -9.1% |
| 6M | -16.2% | +4.1% | -20.4% | -18.8% |
| YTD | +0.7% | +31.7% | -31.1% | -10.3% |
| 1Y | +19.2% | +44.2% | -24.9% | +2.6% |
| 3Y | +124.4% | +265.5% | -141.1% | +41.1% |
| All | +139.3% | +263.6% | -124.3% | +49.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 5y: compounded portfolio wealth divided by compounded WPM 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…
5y analysis · Full analysis span regression · 6 months rolling