+494.0%
TEAM vs IAU
+218.5%
+275.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.7% | +2.7% | +1.2% |
| 7D | -7.8% | -3.4% | -4.4% | -7.4% |
| 30D | +16.5% | -1.1% | +17.7% | +16.7% |
| 3M | +96.2% | +5.8% | +90.3% | +95.3% |
| 6M | +130.2% | -16.9% | +147.1% | +134.3% |
| YTD | +10.7% | +0.1% | +10.6% | +8.9% |
| 1Y | +3.0% | +18.4% | -15.4% | -2.2% |
| 3Y | -13.1% | +123.6% | -136.7% | -29.4% |
| 5Y | -52.7% | +138.7% | -191.5% | -62.4% |
| All | +494.0% | +218.5% | +275.6% | +397.2% |
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