+155.7%
FDX vs IAU
+209.9%
-54.1%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.1% | +2.1% | +1.0% |
| 7D | -2.1% | -2.0% | -0.1% | -2.0% |
| 30D | +10.4% | -4.4% | +14.8% | +10.4% |
| 3M | +0.5% | -8.9% | +9.3% | +0.5% |
| 6M | +6.5% | -15.9% | +22.4% | +6.4% |
| YTD | +40.2% | -7.8% | +48.0% | +40.9% |
| 1Y | +52.1% | -3.8% | +55.9% | +53.2% |
| 3Y | +72.8% | +104.3% | -31.5% | +79.5% |
| 5Y | +76.3% | +111.2% | -34.9% | +81.7% |
| 10Y | +155.7% | +216.4% | -60.7% | +197.7% |
| All | +155.7% | +209.9% | -54.1% | +197.7% |
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