+148.1%
TRV vs IAU
+99.0%
+49.1%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | +2.0% | -4.6% | +6.6% | +2.1% |
| 30D | +6.7% | -5.4% | +12.2% | +6.8% |
| 3M | +9.4% | -10.9% | +20.2% | +9.5% |
| 6M | +37.7% | -17.4% | +55.1% | +38.4% |
| YTD | +40.6% | -10.2% | +50.8% | +39.9% |
| 1Y | +42.4% | -7.1% | +49.5% | +41.3% |
| 3Y | +148.1% | +97.7% | +50.4% | +126.2% |
| All | +148.1% | +99.0% | +49.1% | +126.2% |
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