+638.0%
XYZ vs IAU
+209.6%
+428.4%
-86.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.8% | +1.8% | +3.0% |
| 7D | +14.9% | +4.9% | +10.0% | +13.2% |
| 30D | +14.7% | -1.4% | +16.0% | +15.1% |
| 3M | +12.1% | -4.8% | +16.9% | +13.8% |
| 6M | +18.3% | -12.5% | +30.8% | +23.0% |
| YTD | +36.1% | -4.2% | +40.2% | +37.5% |
| 1Y | +35.3% | +3.1% | +32.2% | +33.9% |
| 3Y | +73.5% | +110.0% | -36.5% | +31.5% |
| 5Y | -61.6% | +123.1% | -184.7% | -72.3% |
| 10Y | +638.0% | +216.7% | +421.3% | +485.3% |
| All | +638.0% | +209.6% | +428.4% | +485.3% |
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