-10.6%
BA vs IAU
+2.6%
-13.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.7% | -1.5% | +0.9% |
| 7D | +5.9% | -0.3% | +6.2% | +5.9% |
| 30D | -8.2% | -1.9% | -6.3% | -7.7% |
| 3M | -25.4% | -0.4% | -24.9% | -25.5% |
| 6M | -20.0% | -10.1% | -9.9% | -17.7% |
| YTD | -18.5% | -5.9% | -12.6% | -14.0% |
| 1Y | -10.6% | +2.9% | -13.5% | -3.3% |
| All | -10.6% | +2.6% | -13.2% | -3.3% |
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 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