+12,981.4%
TDG vs IAU
+638.6%
+12,342.9%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.7% | +0.3% | -1.4% |
| 7D | -0.9% | +0.7% | -1.7% | -0.9% |
| 30D | -6.5% | +0.3% | -6.9% | -6.6% |
| 3M | -5.1% | +0.7% | -5.8% | -5.1% |
| 6M | -11.5% | -15.5% | +4.0% | -11.1% |
| YTD | -13.9% | +1.0% | -14.9% | -14.0% |
| 1Y | -11.5% | +19.6% | -31.0% | -12.1% |
| 3Y | +53.7% | +125.4% | -71.8% | +48.7% |
| 5Y | +135.5% | +140.7% | -5.2% | +126.9% |
| 10Y | +535.2% | +218.1% | +317.0% | +508.1% |
| All | +12,981.4% | +638.6% | +12,342.9% | +10,385.8% |
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