+73.9%
BA vs IAU
+220.5%
-146.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.7% | +1.1% |
| 7D | +1.2% | -0.5% | +1.7% | +1.3% |
| 30D | -11.6% | +4.4% | -16.1% | -12.8% |
| 3M | -2.4% | -1.1% | -1.3% | -2.3% |
| 6M | -6.6% | -13.7% | +7.1% | -3.6% |
| YTD | -2.2% | +2.7% | -5.0% | -3.6% |
| 1Y | -8.0% | +24.6% | -32.6% | -13.9% |
| 3Y | -5.0% | +126.8% | -131.8% | -24.3% |
| 5Y | -2.7% | +139.5% | -142.2% | -24.0% |
| All | +73.9% | +220.5% | -146.6% | +36.7% |
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