+24.3%
W vs IAU
+2.6%
+21.7%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +3.7% | +7.3% | +9.1% |
| 7D | +8.4% | -0.3% | +8.6% | +8.5% |
| 30D | +16.5% | -1.9% | +18.4% | +17.5% |
| 3M | +6.4% | -0.4% | +6.9% | +6.6% |
| 6M | +90.5% | -10.1% | +100.7% | +99.8% |
| YTD | +23.1% | -5.9% | +29.0% | +20.9% |
| 1Y | +24.3% | +2.9% | +21.4% | -0.9% |
| All | +24.3% | +2.6% | +21.7% | -0.9% |
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 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