+62.5%
T vs IAU
+210.9%
-148.4%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | +2.5% | -4.6% | +7.1% | +2.6% |
| 30D | -3.8% | -5.4% | +1.7% | -3.8% |
| 3M | -8.7% | -10.9% | +2.1% | -8.7% |
| 6M | -8.1% | -17.4% | +9.2% | -7.8% |
| YTD | -6.4% | -10.2% | +3.8% | -7.0% |
| 1Y | -9.8% | -7.1% | -2.7% | -10.5% |
| 3Y | +65.5% | +97.7% | -32.2% | +54.9% |
| 5Y | +57.0% | +105.3% | -48.3% | +45.6% |
| All | +62.5% | +210.9% | -148.4% | +57.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling