+25.3%
U vs IAU
-6.5%
+31.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.8% | +3.8% | +2.9% |
| 7D | +2.8% | -5.5% | +8.3% | +6.5% |
| 30D | +7.6% | -7.0% | +14.6% | +12.8% |
| 3M | +12.7% | -12.3% | +25.0% | +21.9% |
| 6M | +87.0% | -17.9% | +104.9% | +110.3% |
| YTD | +13.6% | -10.3% | +23.9% | +37.2% |
| 1Y | +25.3% | -7.9% | +33.2% | +45.2% |
| All | +25.3% | -6.5% | +31.8% | +45.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling