+213.5%
TER vs IAU
+20.0%
+193.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.7% | +5.9% | +5.5% |
| 7D | +11.0% | +0.7% | +10.2% | +10.1% |
| 30D | -1.9% | +0.3% | -2.2% | -2.4% |
| 3M | -0.7% | +0.7% | -1.4% | -1.6% |
| 6M | +36.4% | -15.5% | +51.9% | +52.1% |
| YTD | +92.4% | +1.0% | +91.5% | +101.6% |
| 1Y | +213.5% | +19.6% | +194.0% | +155.5% |
| All | +213.5% | +20.0% | +193.5% | +155.5% |
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