+28.3%
RDW vs IAU
+24.6%
+3.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.4% | +2.4% |
| 7D | -3.1% | -0.5% | -2.6% | -2.6% |
| 30D | -1.8% | +4.4% | -6.2% | -6.2% |
| 3M | -50.9% | -1.1% | -49.8% | -50.3% |
| 6M | +13.5% | -13.7% | +27.2% | +28.9% |
| YTD | +38.6% | +2.7% | +35.8% | +45.0% |
| 1Y | +28.3% | +24.6% | +3.6% | +20.4% |
| All | +28.3% | +24.6% | +3.7% | +20.4% |
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