+26.9%
LOW vs IAU
+104.5%
-77.5%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | 0.0% |
| 7D | +1.0% | -2.0% | +2.9% | +1.2% |
| 30D | +25.6% | -4.4% | +30.0% | +26.1% |
| 3M | +5.3% | -8.9% | +14.2% | +6.2% |
| 6M | +3.7% | -15.9% | +19.7% | +5.3% |
| YTD | -1.9% | -7.8% | +5.9% | -0.9% |
| 1Y | +0.6% | -3.8% | +4.3% | +1.4% |
| All | +26.9% | +104.5% | -77.5% | +6.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling