+108.2%
T vs IAU
+125.1%
-16.9%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | -0.4% |
| 7D | -1.5% | +0.7% | -2.3% | -1.5% |
| 30D | +7.6% | +0.3% | +7.3% | +7.6% |
| 3M | +15.3% | +0.7% | +14.6% | +15.4% |
| 6M | -8.5% | -15.5% | +7.0% | -8.6% |
| YTD | +6.8% | +1.0% | +5.8% | +5.9% |
| 1Y | -7.2% | +19.6% | -26.8% | -8.6% |
| 3Y | +108.2% | +125.4% | -17.2% | +88.8% |
| All | +108.2% | +125.1% | -16.9% | +88.8% |
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