-26.8%
BX vs IAU
+18.2%
-45.0%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.7% | -1.1% | -2.5% |
| 7D | -8.9% | -3.4% | -5.5% | -8.4% |
| 30D | -14.8% | -1.1% | -13.7% | -14.6% |
| 3M | +6.9% | +5.8% | +1.1% | +6.3% |
| 6M | +16.3% | -16.9% | +33.2% | +16.4% |
| YTD | -16.1% | +0.1% | -16.2% | -16.4% |
| 1Y | -26.8% | +18.4% | -45.2% | -27.7% |
| All | -26.8% | +18.2% | -45.0% | -27.7% |
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 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