+4,851.0%
WDC vs IAU
+776.1%
+4,074.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -1.1% | +9.5% | +8.6% |
| 7D | -3.2% | -2.0% | -1.3% | -2.9% |
| 30D | -19.0% | -4.4% | -14.6% | -18.4% |
| 3M | -28.4% | -8.9% | -19.5% | -27.3% |
| 6M | -39.2% | -15.9% | -23.3% | -37.3% |
| YTD | +82.1% | -7.8% | +89.8% | +86.3% |
| 1Y | +84.7% | -3.8% | +88.4% | +87.9% |
| 3Y | +825.6% | +104.3% | +721.3% | +764.4% |
| 5Y | +608.2% | +111.2% | +497.0% | +555.9% |
| 10Y | +695.1% | +216.4% | +478.7% | +616.1% |
| All | +4,851.0% | +776.1% | +4,074.9% | +3,381.2% |
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