-9.8%
T vs IAU
-8.1%
-1.7%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | +2.5% | -4.6% | +7.1% | +2.0% |
| 30D | -3.8% | -5.4% | +1.7% | -4.4% |
| 3M | -8.7% | -10.9% | +2.1% | -9.8% |
| 6M | -8.1% | -17.4% | +9.2% | -9.5% |
| YTD | -6.4% | -10.2% | +3.8% | -11.5% |
| 1Y | -9.8% | -7.1% | -2.7% | -15.9% |
| All | -9.8% | -8.1% | -1.7% | -15.9% |
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