+262.0%
TER vs IAU
+129.2%
+132.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.8% | +6.3% | +5.9% |
| 7D | +0.6% | -0.5% | +1.1% | +0.9% |
| 30D | -8.3% | +4.4% | -12.7% | -10.4% |
| 3M | -12.2% | -1.1% | -11.2% | -11.9% |
| 6M | +17.1% | -13.7% | +30.8% | +23.7% |
| YTD | +84.7% | +2.7% | +81.9% | +89.0% |
| 1Y | +199.9% | +24.6% | +175.3% | +198.4% |
| All | +262.0% | +129.2% | +132.9% | +224.6% |
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