-41.0%
FIS vs IAU
+20.0%
-61.0%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -1.7% | -4.2% | -6.2% |
| 7D | -3.5% | +0.7% | -4.2% | -3.3% |
| 30D | -7.8% | +0.3% | -8.2% | -7.7% |
| 3M | +0.8% | +0.7% | +0.1% | +1.2% |
| 6M | -21.9% | -15.5% | -6.4% | -23.5% |
| YTD | -39.5% | +1.0% | -40.5% | -40.6% |
| 1Y | -41.0% | +19.6% | -60.6% | -42.4% |
| All | -41.0% | +20.0% | -61.0% | -42.4% |
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