+49.3%
WM vs IAU
+104.9%
-55.6%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.3% | +1.2% |
| 7D | +4.5% | +1.9% | +2.6% | +4.5% |
| 30D | +16.1% | -1.7% | +17.8% | +16.0% |
| 3M | +8.0% | -3.6% | +11.6% | +8.0% |
| 6M | +8.4% | -10.1% | +18.6% | +9.0% |
| YTD | +11.2% | -5.1% | +16.4% | +10.7% |
| 1Y | +22.3% | +2.6% | +19.7% | +20.7% |
| All | +49.3% | +104.9% | -55.6% | +38.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling