+788.5%
XLK vs IAU
+220.2%
+568.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.8% | +1.2% |
| 7D | +0.2% | -2.0% | +2.2% | +0.6% |
| 30D | -0.6% | -1.5% | +0.9% | -0.4% |
| 3M | +2.6% | +3.3% | -0.7% | +1.9% |
| 6M | +34.0% | -16.2% | +50.2% | +37.4% |
| YTD | +30.7% | +0.7% | +30.0% | +30.3% |
| 1Y | +39.2% | +19.2% | +20.0% | +35.3% |
| 3Y | +120.4% | +124.4% | -4.0% | +92.4% |
| 5Y | +148.8% | +140.0% | +8.8% | +112.3% |
| All | +788.5% | +220.2% | +568.3% | +684.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling