+1,744.2%
TER vs IAU
+216.4%
+1,527.8%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.7% | +5.9% | +4.9% |
| 7D | +11.0% | +0.7% | +10.2% | +10.5% |
| 30D | -1.9% | +0.3% | -2.2% | -2.1% |
| 3M | -0.7% | +0.7% | -1.4% | -1.1% |
| 6M | +36.4% | -15.5% | +51.9% | +44.6% |
| YTD | +92.4% | +1.0% | +91.5% | +94.9% |
| 1Y | +213.5% | +19.6% | +194.0% | +203.9% |
| 3Y | +277.2% | +125.4% | +151.8% | +201.9% |
| 5Y | +219.1% | +140.7% | +78.4% | +146.9% |
| 10Y | +1,744.2% | +218.1% | +1,526.1% | +1,364.9% |
| All | +1,744.2% | +216.4% | +1,527.8% | +1,364.9% |
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