+396.2%
BA vs IAU
+793.8%
-397.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.6% |
| 7D | +1.1% | +4.7% | -3.7% | +0.6% |
| 30D | -7.9% | -0.9% | -7.0% | -7.9% |
| 3M | -25.3% | -4.4% | -21.0% | -25.0% |
| 6M | -24.6% | -13.5% | -11.1% | -23.5% |
| YTD | -20.1% | -5.9% | -14.2% | -19.7% |
| 1Y | -11.8% | +1.9% | -13.6% | -11.8% |
| 3Y | -10.1% | +104.1% | -114.2% | -15.0% |
| 5Y | -22.7% | +121.0% | -143.8% | -27.4% |
| 10Y | +35.1% | +204.1% | -169.0% | +26.1% |
| All | +396.2% | +793.8% | -397.5% | +359.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling