-55.5%
FIS vs IAU
+208.6%
-264.1%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.6% | +2.5% | -0.2% |
| 7D | -27.4% | +2.8% | -30.2% | -27.3% |
| 30D | -16.8% | -4.0% | -12.9% | -16.7% |
| 3M | -32.6% | -8.2% | -24.4% | -32.5% |
| 6M | -33.4% | -14.8% | -18.6% | -33.2% |
| YTD | -56.0% | -6.7% | -49.4% | -56.3% |
| 1Y | -55.1% | -2.2% | -52.9% | -55.5% |
| 3Y | -41.4% | +106.7% | -148.1% | -45.8% |
| 5Y | -72.7% | +114.8% | -187.5% | -75.2% |
| 10Y | -55.5% | +213.0% | -268.4% | -59.6% |
| All | -55.5% | +208.6% | -264.1% | -59.6% |
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 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