+156.8%
BITO vs IAU
+122.5%
+34.4%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.7% | +0.4% | -0.7% |
| 7D | -5.8% | -3.4% | -2.4% | -4.7% |
| 30D | +21.1% | -1.1% | +22.2% | +21.8% |
| 3M | +23.5% | +5.8% | +17.7% | +21.8% |
| 6M | +8.3% | -16.9% | +25.2% | +13.3% |
| YTD | -13.9% | +0.1% | -14.0% | -13.1% |
| 1Y | -34.5% | +18.4% | -52.9% | -35.9% |
| All | +156.8% | +122.5% | +34.4% | +147.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling