+94.0%
WFC vs IAU
+123.8%
-29.9%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.8% | 0.0% | +1.8% |
| 7D | +0.1% | +4.9% | -4.8% | 0.0% |
| 30D | +2.9% | -1.4% | +4.3% | +2.9% |
| 3M | -1.4% | -4.8% | +3.3% | -1.5% |
| 6M | +14.3% | -12.5% | +26.8% | +14.3% |
| YTD | -6.2% | -4.2% | -2.0% | -6.0% |
| 1Y | +1.6% | +3.1% | -1.5% | +2.1% |
| 3Y | +126.9% | +110.0% | +16.9% | +131.9% |
| 5Y | +94.0% | +123.1% | -29.1% | +84.7% |
| All | +94.0% | +123.8% | -29.9% | +84.7% |
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