+38.4%
BP vs IAU
+18.8%
+19.6%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.7% | +4.2% | +2.5% |
| 7D | +0.9% | +0.7% | +0.2% | +0.9% |
| 30D | +9.1% | +0.3% | +8.8% | +9.1% |
| 3M | +3.9% | +0.7% | +3.2% | +3.9% |
| 6M | +13.6% | -15.5% | +29.1% | +15.7% |
| YTD | +34.0% | +1.0% | +33.1% | +35.6% |
| All | +38.4% | +18.8% | +19.6% | +40.2% |
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