+1,552.1%
TRV vs IAU
+875.8%
+676.3%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.5% | -1.4% |
| 7D | -0.1% | -0.5% | +0.4% | -0.2% |
| 30D | -3.4% | +4.4% | -7.9% | -3.3% |
| 3M | +26.4% | -1.1% | +27.5% | +26.4% |
| 6M | +19.3% | -13.7% | +33.0% | +19.0% |
| YTD | +28.3% | +2.7% | +25.6% | +28.5% |
| 1Y | +34.3% | +24.6% | +9.7% | +35.0% |
| 3Y | +140.1% | +126.8% | +13.3% | +145.3% |
| 5Y | +155.7% | +139.5% | +16.2% | +161.7% |
| 10Y | +285.5% | +226.3% | +59.3% | +300.5% |
| All | +1,552.1% | +875.8% | +676.3% | +1,668.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling