+717.5%
O vs IAU
+786.3%
-68.8%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.6% | +2.7% | +0.3% |
| 7D | +3.5% | +2.8% | +0.7% | +3.3% |
| 30D | +10.4% | -4.0% | +14.4% | +10.8% |
| 3M | -2.4% | -8.2% | +5.8% | -1.7% |
| 6M | -1.2% | -14.8% | +13.6% | +0.2% |
| YTD | +10.4% | -6.7% | +17.1% | +10.7% |
| 1Y | +11.4% | -2.2% | +13.7% | +11.1% |
| 3Y | +40.4% | +106.7% | -66.3% | +29.6% |
| 5Y | +12.1% | +114.8% | -102.7% | +2.9% |
| 10Y | +82.7% | +213.0% | -130.2% | +63.2% |
| All | +717.5% | +786.3% | -68.8% | +552.7% |
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