+2,391.7%
ROL vs IAU
+810.1%
+1,581.5%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.8% | +0.2% | +2.1% |
| 7D | +7.5% | +4.9% | +2.6% | +7.5% |
| 30D | +21.1% | -1.4% | +22.5% | +21.1% |
| 3M | +3.1% | -4.8% | +7.9% | +3.2% |
| 6M | -27.4% | -12.5% | -15.0% | -27.4% |
| YTD | -34.7% | -4.2% | -30.5% | -34.7% |
| 1Y | -32.9% | +3.1% | -36.1% | -32.9% |
| 3Y | +6.1% | +110.0% | -103.8% | +6.6% |
| 5Y | +16.3% | +123.1% | -106.7% | +17.0% |
| 10Y | +214.9% | +216.7% | -1.8% | +224.5% |
| All | +2,391.7% | +810.1% | +1,581.5% | +2,669.8% |
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 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