+1,241.4%
IGV vs IAU
+752.8%
+488.6%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | +2.3% | -4.6% | +6.9% | +2.7% |
| 30D | -6.0% | -5.4% | -0.6% | -5.6% |
| 3M | -4.8% | -10.9% | +6.1% | -4.1% |
| 6M | +14.2% | -17.4% | +31.6% | +15.6% |
| YTD | -4.2% | -10.2% | +6.0% | -3.7% |
| 1Y | -5.3% | -7.1% | +1.8% | -4.9% |
| 3Y | +38.8% | +97.7% | -58.9% | +33.0% |
| 5Y | +14.2% | +105.3% | -91.1% | +9.0% |
| 10Y | +357.6% | +208.0% | +149.5% | +334.9% |
| All | +1,241.4% | +752.8% | +488.6% | +1,182.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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