+406.7%
BNY vs IAU
+220.2%
+186.5%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | 0.0% |
| 7D | -1.3% | -2.0% | +0.7% | -1.3% |
| 30D | -0.2% | -1.5% | +1.4% | -0.2% |
| 3M | +14.9% | +3.3% | +11.7% | +14.9% |
| 6M | +40.0% | -16.2% | +56.2% | +39.4% |
| YTD | +42.0% | +0.7% | +41.3% | +42.7% |
| 1Y | +56.9% | +19.2% | +37.6% | +59.6% |
| 3Y | +289.9% | +124.4% | +165.4% | +317.9% |
| 5Y | +259.2% | +140.0% | +119.2% | +286.5% |
| All | +406.7% | +220.2% | +186.5% | +500.7% |
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