-39.2%
WDC vs IAU
-15.8%
-23.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -1.1% | +9.5% | +9.0% |
| 7D | -3.2% | -2.0% | -1.3% | -2.3% |
| 30D | -19.0% | -4.4% | -14.6% | -16.4% |
| 3M | -28.4% | -8.9% | -19.5% | -24.8% |
| 6M | -39.2% | -15.9% | -23.3% | -27.5% |
| All | -39.2% | -15.8% | -23.4% | -27.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling