+754.8%
BNY vs IAU
+867.6%
-112.8%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.2% |
| 7D | +0.3% | +0.2% | +0.1% | +0.3% |
| 30D | +1.9% | +0.2% | +1.7% | +2.0% |
| 3M | +13.9% | +3.3% | +10.6% | +14.1% |
| 6M | +42.3% | -14.6% | +56.9% | +40.7% |
| YTD | +41.8% | +1.9% | +40.0% | +42.5% |
| 1Y | +57.9% | +20.9% | +37.1% | +61.2% |
| 3Y | +290.7% | +127.5% | +163.2% | +324.3% |
| 5Y | +252.3% | +141.9% | +110.4% | +285.2% |
| 10Y | +412.8% | +222.8% | +190.0% | +483.1% |
| All | +754.8% | +867.6% | -112.8% | +890.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling