+7,284.5%
WDC vs IAU
+875.8%
+6,408.7%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.8% | +6.7% | +6.0% |
| 7D | +1.7% | -0.5% | +2.3% | +1.8% |
| 30D | -10.0% | +4.4% | -14.4% | -10.8% |
| 3M | -18.8% | -1.1% | -17.7% | -18.7% |
| 6M | +79.0% | -13.7% | +92.7% | +83.3% |
| YTD | +171.6% | +2.7% | +168.8% | +172.3% |
| 1Y | +417.4% | +24.6% | +392.8% | +406.6% |
| 3Y | +1,251.8% | +126.8% | +1,124.9% | +1,137.4% |
| 5Y | +911.7% | +139.5% | +772.2% | +817.0% |
| 10Y | +1,399.6% | +226.3% | +1,173.4% | +1,229.7% |
| All | +7,284.5% | +875.8% | +6,408.7% | +4,989.1% |
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