+66.7%
TEL vs IAU
+126.4%
-59.7%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.3% |
| 7D | +1.2% | +0.2% | +1.1% | +1.2% |
| 30D | -4.1% | +0.2% | -4.3% | -4.2% |
| 3M | -2.6% | +3.3% | -5.8% | -3.2% |
| 6M | 0.0% | -14.6% | +14.6% | +1.4% |
| YTD | -9.1% | +1.9% | -10.9% | -8.7% |
| 1Y | -0.8% | +20.9% | -21.7% | -1.3% |
| All | +66.7% | +126.4% | -59.7% | +65.1% |
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