+992.6%
WDC vs IAU
+139.7%
+852.9%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.7% | +3.9% | +3.0% |
| 7D | +6.0% | +0.7% | +5.3% | +5.5% |
| 30D | +9.9% | +0.3% | +9.6% | +9.2% |
| 3M | -9.4% | +0.7% | -10.1% | -10.2% |
| 6M | +94.7% | -15.5% | +110.2% | +109.6% |
| YTD | +177.4% | +1.0% | +176.4% | +181.4% |
| 1Y | +412.6% | +19.6% | +393.0% | +390.3% |
| 3Y | +1,359.8% | +125.4% | +1,234.3% | +1,030.9% |
| 5Y | +992.6% | +140.7% | +851.8% | +645.7% |
| All | +992.6% | +139.7% | +852.9% | +645.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling