+625.2%
TEAM vs IAU
+248.6%
+376.6%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.8% | +2.7% | +0.1% |
| 7D | -16.9% | -5.5% | -11.4% | -16.5% |
| 30D | -26.8% | -7.0% | -19.8% | -26.3% |
| 3M | -1.9% | -12.3% | +10.4% | -0.9% |
| 6M | +79.2% | -17.9% | +97.1% | +81.2% |
| YTD | -6.1% | -10.3% | +4.2% | -6.3% |
| 1Y | -2.1% | -7.9% | +5.8% | -2.6% |
| 3Y | -13.6% | +98.7% | -112.3% | -23.3% |
| 5Y | -65.8% | +105.0% | -170.8% | -69.9% |
| 10Y | +454.0% | +207.7% | +246.3% | +426.8% |
| All | +625.2% | +248.6% | +376.6% | +717.7% |
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