+88.7%
RIG vs IAU
+24.6%
+64.2%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.8% | -2.0% | -2.6% |
| 7D | +0.9% | -0.5% | +1.4% | +1.0% |
| 30D | +13.8% | +4.4% | +9.4% | +12.5% |
| 3M | -6.4% | -1.1% | -5.3% | -6.3% |
| 6M | -8.2% | -13.7% | +5.6% | -3.7% |
| YTD | +41.6% | +2.7% | +38.9% | +38.3% |
| 1Y | +88.7% | +24.6% | +64.1% | +94.5% |
| All | +88.7% | +24.6% | +64.2% | +94.5% |
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