+1,066.9%
LOW vs IAU
+752.8%
+314.1%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | +1.4% | -4.6% | +6.0% | +1.3% |
| 30D | +21.7% | -5.4% | +27.1% | +21.5% |
| 3M | +5.0% | -10.9% | +15.9% | +4.7% |
| 6M | +4.6% | -17.4% | +22.0% | +4.1% |
| YTD | -3.5% | -10.2% | +6.7% | -3.5% |
| 1Y | +0.5% | -7.1% | +7.6% | +0.7% |
| 3Y | +24.8% | +97.7% | -72.9% | +29.4% |
| 5Y | +6.5% | +105.3% | -98.8% | +10.4% |
| 10Y | +294.6% | +208.0% | +86.5% | +328.5% |
| All | +1,066.9% | +752.8% | +314.1% | +1,376.6% |
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