+23.3%
BA vs IAU
+210.9%
-187.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.2% | -0.1% |
| 7D | -1.1% | -4.6% | +3.5% | +0.2% |
| 30D | -7.1% | -5.4% | -1.7% | -5.8% |
| 3M | -25.5% | -10.9% | -14.7% | -23.3% |
| 6M | -28.7% | -17.4% | -11.4% | -25.2% |
| YTD | -21.0% | -10.2% | -10.8% | -19.3% |
| 1Y | -11.9% | -7.1% | -4.8% | -10.8% |
| 3Y | -16.2% | +97.7% | -113.9% | -31.2% |
| 5Y | -22.4% | +105.3% | -127.7% | -37.5% |
| All | +23.3% | +210.9% | -187.6% | -1.9% |
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