+64.8%
BE vs IAU
-3.8%
+68.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | -1.1% | +14.1% | +14.2% |
| 7D | +4.5% | -2.0% | +6.5% | +6.6% |
| 30D | -20.1% | -4.4% | -15.7% | -16.1% |
| 3M | -0.8% | -8.9% | +8.1% | +9.3% |
| 6M | -26.2% | -15.9% | -10.3% | -12.6% |
| YTD | +141.1% | -7.8% | +148.8% | +164.2% |
| 1Y | +64.8% | -3.8% | +68.6% | +64.0% |
| All | +64.8% | -3.8% | +68.6% | +64.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling