-51.1%
FIS vs IAU
+2.6%
-53.7%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.7% | +3.7% | -27.3% | -22.6% |
| 7D | -18.4% | -0.3% | -18.2% | -17.9% |
| 30D | -11.4% | -1.9% | -9.5% | -11.0% |
| 3M | -32.0% | -0.4% | -31.6% | -31.4% |
| 6M | -35.6% | -10.1% | -25.5% | -36.2% |
| YTD | -53.8% | -5.9% | -47.9% | -54.9% |
| 1Y | -51.1% | +2.9% | -54.0% | -54.9% |
| All | -51.1% | +2.6% | -53.7% | -54.9% |
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