+256.9%
BNY vs IAU
+139.7%
+117.2%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | 0.0% |
| 7D | -1.3% | -2.0% | +0.7% | -1.1% |
| 30D | -0.2% | -1.5% | +1.4% | 0.0% |
| 3M | +14.9% | +3.3% | +11.7% | +14.5% |
| 6M | +40.0% | -16.2% | +56.2% | +41.8% |
| YTD | +42.0% | +0.7% | +41.3% | +41.8% |
| 1Y | +56.9% | +19.2% | +37.6% | +55.4% |
| 3Y | +289.9% | +124.4% | +165.4% | +264.4% |
| All | +256.9% | +139.7% | +117.2% | +223.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling