+230.8%
RDW vs IAU
+123.7%
+107.2%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.5% | -2.8% | -2.7% |
| 7D | +0.9% | -2.0% | +2.9% | +2.1% |
| 30D | -21.3% | -1.5% | -19.7% | -20.7% |
| 3M | -37.9% | +3.3% | -41.1% | -39.5% |
| 6M | +12.3% | -16.2% | +28.5% | +24.3% |
| YTD | +39.7% | +0.7% | +39.1% | +46.5% |
| 1Y | +25.7% | +19.2% | +6.4% | +26.5% |
| 3Y | +230.8% | +124.4% | +106.4% | +175.8% |
| All | +230.8% | +123.7% | +107.2% | +175.8% |
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