+76.2%
O vs IAU
+210.9%
-134.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.9% | -0.8% |
| 7D | -0.4% | -4.6% | +4.2% | +0.5% |
| 30D | +7.1% | -5.4% | +12.6% | +8.2% |
| 3M | -5.2% | -10.9% | +5.6% | -3.3% |
| 6M | -1.8% | -17.4% | +15.6% | +1.8% |
| YTD | +9.1% | -10.2% | +19.3% | +9.7% |
| 1Y | +9.7% | -7.1% | +16.7% | +9.3% |
| 3Y | +39.1% | +97.7% | -58.6% | +12.3% |
| 5Y | +8.4% | +105.3% | -96.9% | -14.2% |
| All | +76.2% | +210.9% | -134.7% | +15.8% |
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 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