+293.0%
LOW vs IAU
+210.9%
+82.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | +1.4% | -4.6% | +6.0% | +2.1% |
| 30D | +21.7% | -5.4% | +27.1% | +22.6% |
| 3M | +5.0% | -10.9% | +15.9% | +6.6% |
| 6M | +4.6% | -17.4% | +22.0% | +7.1% |
| YTD | -3.5% | -10.2% | +6.7% | -2.5% |
| 1Y | +0.5% | -7.1% | +7.6% | +1.1% |
| 3Y | +24.8% | +97.7% | -72.9% | +10.0% |
| 5Y | +6.5% | +105.3% | -98.8% | -8.1% |
| All | +293.0% | +210.9% | +82.1% | +244.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling