+2,387.2%
TT vs IAU
+793.8%
+1,593.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.8% | +3.2% | +2.5% |
| 7D | -2.0% | +4.7% | -6.8% | -2.5% |
| 30D | -14.0% | -0.9% | -13.1% | -13.9% |
| 3M | -15.9% | -4.4% | -11.5% | -15.5% |
| 6M | -17.3% | -13.5% | -3.8% | -16.3% |
| YTD | +4.0% | -5.9% | +9.9% | +4.6% |
| 1Y | -7.1% | +1.9% | -9.0% | -7.1% |
| 3Y | +90.2% | +104.1% | -13.8% | +80.0% |
| 5Y | +131.1% | +121.0% | +10.1% | +116.5% |
| 10Y | +777.7% | +204.1% | +573.7% | +702.9% |
| All | +2,387.2% | +793.8% | +1,593.4% | +1,998.1% |
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