+802.8%
TEAM vs IAU
+299.4%
+503.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.8% | -1.8% | -2.6% |
| 7D | -0.4% | -0.5% | +0.1% | -0.4% |
| 30D | +67.3% | +4.4% | +62.9% | +66.9% |
| 3M | +86.8% | -1.1% | +87.8% | +86.7% |
| 6M | +146.8% | -13.7% | +160.5% | +148.4% |
| YTD | +16.9% | +2.7% | +14.2% | +15.4% |
| 1Y | +12.8% | +24.6% | -11.8% | +8.5% |
| 3Y | -7.3% | +126.8% | -134.1% | -18.5% |
| 5Y | -50.7% | +139.5% | -190.2% | -57.1% |
| 10Y | +529.8% | +226.3% | +303.6% | +475.0% |
| All | +802.8% | +299.4% | +503.4% | +907.3% |
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