+191.2%
TER vs IAU
+99.0%
+92.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.1% | -5.5% | -5.5% |
| 7D | +14.4% | -4.6% | +18.9% | +17.4% |
| 30D | -30.6% | -5.4% | -25.1% | -28.4% |
| 3M | -39.2% | -10.9% | -28.3% | -35.1% |
| 6M | -31.3% | -17.4% | -13.9% | -23.8% |
| YTD | +29.1% | -10.2% | +39.3% | +42.2% |
| 1Y | +47.4% | -7.1% | +54.5% | +61.3% |
| 3Y | +191.2% | +97.7% | +93.5% | +124.3% |
| All | +191.2% | +99.0% | +92.2% | +124.3% |
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 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