+62.0%
XRT vs IAU
+110.6%
-48.6%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.8% | +1.8% | +3.4% |
| 7D | +2.5% | +4.9% | -2.4% | +1.9% |
| 30D | +10.3% | -1.4% | +11.7% | +10.4% |
| 3M | +2.4% | -4.8% | +7.1% | +2.8% |
| 6M | +10.0% | -12.5% | +22.5% | +11.4% |
| YTD | +9.5% | -4.2% | +13.7% | +9.4% |
| 1Y | +17.2% | +3.1% | +14.0% | +16.0% |
| 3Y | +62.0% | +110.0% | -48.0% | +24.2% |
| All | +62.0% | +110.6% | -48.6% | +24.2% |
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 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