+24.0%
B vs IAU
+1.0%
+23.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.8% | +2.4% | +1.8% |
| 7D | +11.3% | +4.9% | +6.4% | +4.8% |
| 30D | +2.9% | -1.4% | +4.3% | +5.1% |
| 3M | -2.9% | -4.8% | +1.9% | +4.1% |
| 6M | -1.2% | -12.5% | +11.3% | +17.5% |
| YTD | -1.3% | -4.2% | +2.8% | +5.3% |
| All | +24.0% | +1.0% | +23.0% | +18.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling