-40.9%
FIS vs IAU
+221.5%
-262.4%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.9% | -4.3% | -3.4% |
| 7D | -9.1% | +0.2% | -9.2% | -9.1% |
| 30D | -10.4% | +0.2% | -10.7% | -10.5% |
| 3M | -3.7% | +3.3% | -7.0% | -3.7% |
| 6M | -24.8% | -14.6% | -10.2% | -24.5% |
| YTD | -41.6% | +1.9% | -43.4% | -42.0% |
| 1Y | -42.7% | +20.9% | -63.6% | -44.0% |
| 3Y | -26.2% | +127.5% | -153.7% | -31.8% |
| 5Y | -66.1% | +141.9% | -208.0% | -69.3% |
| 10Y | -40.9% | +222.8% | -263.6% | -45.9% |
| All | -40.9% | +221.5% | -262.4% | -45.9% |
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 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