+219.7%
IAU vs WY
+7.6%
+212.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.5% |
| 7D | -2.0% | -4.2% | +2.2% | -1.8% |
| 30D | -1.5% | -10.1% | +8.6% | -1.0% |
| 3M | +3.3% | -8.5% | +11.8% | +3.7% |
| 6M | -16.2% | -3.3% | -12.9% | -16.1% |
| YTD | +0.7% | -4.4% | +5.1% | +0.8% |
| 1Y | +19.2% | -11.5% | +30.7% | +19.8% |
| 3Y | +124.4% | -24.3% | +148.7% | +126.6% |
| 5Y | +140.0% | -21.3% | +161.4% | +141.3% |
| All | +219.7% | +7.6% | +212.1% | +215.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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