+737.9%
BE vs IAU
+216.7%
+521.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | -1.1% | +14.1% | +13.8% |
| 7D | +4.5% | -2.0% | +6.5% | +6.0% |
| 30D | -20.1% | -4.4% | -15.7% | -17.3% |
| 3M | -0.8% | -8.9% | +8.1% | +6.6% |
| 6M | -26.2% | -15.9% | -10.3% | -15.8% |
| YTD | +141.1% | -7.8% | +148.8% | +159.7% |
| 1Y | +64.8% | -3.8% | +68.6% | +72.7% |
| 3Y | +1,887.4% | +104.3% | +1,783.0% | +1,134.8% |
| 5Y | +518.1% | +111.2% | +406.9% | +267.5% |
| All | +737.9% | +216.7% | +521.2% | +465.0% |
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