+14.5%
NET vs IAU
+2.6%
+11.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +3.7% | -6.2% | -3.1% |
| 7D | -16.4% | -0.3% | -16.1% | -16.3% |
| 30D | -25.8% | -1.9% | -24.0% | -25.6% |
| 3M | -11.5% | -0.4% | -11.1% | -11.3% |
| 6M | +18.9% | -10.1% | +29.0% | +19.3% |
| YTD | +35.2% | -5.9% | +41.1% | +27.4% |
| 1Y | +14.5% | +2.9% | +11.5% | -3.2% |
| All | +14.5% | +2.6% | +11.9% | -3.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling