+298.2%
WBD vs IAU
+883.8%
-585.6%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.4% |
| 7D | -1.8% | -0.5% | -1.3% | -1.8% |
| 30D | +8.8% | +4.4% | +4.3% | +8.4% |
| 3M | +4.6% | -1.1% | +5.7% | +4.7% |
| 6M | +1.1% | -13.7% | +14.8% | +2.0% |
| YTD | -2.0% | +2.7% | -4.7% | -2.4% |
| 1Y | +140.0% | +24.6% | +115.4% | +134.9% |
| 3Y | +144.4% | +126.8% | +17.5% | +127.0% |
| 5Y | -0.2% | +139.5% | -139.7% | -7.8% |
| 10Y | +9.1% | +226.3% | -217.1% | -1.2% |
| All | +298.2% | +883.8% | -585.6% | +186.4% |
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