+7.1%
ORCL vs IAU
+106.8%
-99.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.6% | +1.1% | -0.6% |
| 7D | -6.5% | +2.8% | -9.3% | -7.4% |
| 30D | -16.6% | -4.0% | -12.6% | -15.4% |
| 3M | -21.6% | -8.2% | -13.4% | -19.4% |
| 6M | -39.4% | -14.8% | -24.6% | -36.8% |
| YTD | -38.7% | -6.7% | -32.0% | -37.3% |
| 1Y | -50.4% | -2.2% | -48.1% | -49.8% |
| All | +7.1% | +106.8% | -99.8% | -13.8% |
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