+29.3%
V vs IAU
+2.6%
+26.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.7% | +0.2% | +3.9% |
| 7D | +9.0% | -0.3% | +9.2% | +8.9% |
| 30D | +18.1% | -1.9% | +19.9% | +17.9% |
| 3M | +18.3% | -0.4% | +18.8% | +18.4% |
| 6M | +34.1% | -10.1% | +44.2% | +33.9% |
| YTD | +25.2% | -5.9% | +31.1% | +22.2% |
| 1Y | +29.3% | +2.9% | +26.4% | +21.8% |
| All | +29.3% | +2.6% | +26.7% | +21.8% |
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