+451.1%
FISV vs IAU
+875.8%
-424.7%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.4% | +0.5% |
| 7D | -0.3% | -0.5% | +0.2% | -0.4% |
| 30D | -2.1% | +4.4% | -6.5% | -1.9% |
| 3M | -5.7% | -1.1% | -4.7% | -5.7% |
| 6M | -15.3% | -13.7% | -1.6% | -15.5% |
| YTD | -21.1% | +2.7% | -23.8% | -21.0% |
| 1Y | -61.1% | +24.6% | -85.7% | -60.9% |
| 3Y | -56.8% | +126.8% | -183.7% | -56.5% |
| 5Y | -54.2% | +139.5% | -193.7% | -53.8% |
| 10Y | +1.6% | +226.3% | -224.7% | +3.6% |
| All | +451.1% | +875.8% | -424.7% | +517.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling