+1,228.2%
WDC vs IAU
+218.5%
+1,009.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.7% | -2.7% | -3.7% |
| 7D | +4.4% | -3.4% | +7.8% | +5.8% |
| 30D | +5.3% | -1.1% | +6.4% | +5.4% |
| 3M | -5.9% | +5.8% | -11.8% | -8.3% |
| 6M | +73.2% | -16.9% | +90.2% | +84.9% |
| YTD | +167.8% | +0.1% | +167.7% | +171.8% |
| 1Y | +386.0% | +18.4% | +367.6% | +371.1% |
| 3Y | +1,309.7% | +123.6% | +1,186.1% | +1,063.6% |
| 5Y | +957.1% | +138.7% | +818.3% | +742.8% |
| All | +1,228.2% | +218.5% | +1,009.7% | +942.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling