+977.1%
BE vs IAU
+249.8%
+727.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.9% | -3.8% | -3.5% |
| 7D | +23.9% | +0.2% | +23.8% | +23.6% |
| 30D | +27.8% | +0.2% | +27.6% | +27.4% |
| 3M | +3.7% | +3.3% | +0.5% | +1.4% |
| 6M | +78.0% | -14.6% | +92.5% | +98.2% |
| YTD | +209.9% | +1.9% | +208.0% | +208.5% |
| 1Y | +389.6% | +20.9% | +368.7% | +339.5% |
| 3Y | +1,730.6% | +127.5% | +1,603.1% | +943.2% |
| 5Y | +1,227.8% | +141.9% | +1,085.9% | +615.8% |
| All | +977.1% | +249.8% | +727.3% | +571.1% |
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 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