+1,545.2%
LLY vs IAU
+216.4%
+1,328.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.7% | -0.5% | -2.0% |
| 7D | -3.1% | +0.7% | -3.8% | -3.2% |
| 30D | -5.1% | +0.3% | -5.4% | -5.1% |
| 3M | -2.1% | +0.7% | -2.8% | -2.2% |
| 6M | +13.8% | -15.5% | +29.3% | +15.4% |
| YTD | +5.1% | +1.0% | +4.1% | +4.7% |
| 1Y | +53.1% | +19.6% | +33.6% | +50.1% |
| 3Y | +95.6% | +125.4% | -29.8% | +81.0% |
| 5Y | +361.5% | +140.7% | +220.8% | +322.6% |
| 10Y | +1,545.2% | +218.1% | +1,327.0% | +1,378.5% |
| All | +1,545.2% | +216.4% | +1,328.8% | +1,378.5% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling