+750.6%
TT vs IAU
+209.6%
+541.0%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.8% | +2.8% | +4.4% |
| 7D | +1.7% | +4.9% | -3.1% | +1.1% |
| 30D | -11.8% | -1.4% | -10.4% | -11.7% |
| 3M | -12.6% | -4.8% | -7.8% | -12.1% |
| 6M | -9.4% | -12.5% | +3.1% | -8.1% |
| YTD | +8.8% | -4.2% | +13.0% | +9.8% |
| 1Y | -2.5% | +3.1% | -5.6% | -2.1% |
| 3Y | +95.7% | +110.0% | -14.3% | +86.4% |
| 5Y | +135.7% | +123.1% | +12.7% | +120.3% |
| 10Y | +750.6% | +216.7% | +533.9% | +731.6% |
| All | +750.6% | +209.6% | +541.0% | +731.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling