-24.8%
TEM vs IAU
+18.2%
-43.1%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.7% | -2.4% | -3.0% |
| 7D | -9.2% | -3.4% | -5.8% | -7.1% |
| 30D | +5.5% | -1.1% | +6.6% | +7.0% |
| 3M | +18.7% | +5.8% | +12.9% | +16.9% |
| 6M | +15.4% | -16.9% | +32.3% | +26.0% |
| YTD | -0.5% | +0.1% | -0.6% | -1.3% |
| 1Y | -24.8% | +18.4% | -43.2% | -32.0% |
| All | -24.8% | +18.2% | -43.1% | -32.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling