+3,604.4%
FIX vs IAU
+210.5%
+3,393.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.8% | 0.0% | -2.2% |
| 7D | +17.0% | -5.5% | +22.5% | +18.5% |
| 30D | -30.6% | -7.0% | -23.6% | -29.4% |
| 3M | -35.0% | -12.3% | -22.8% | -33.1% |
| 6M | -44.0% | -17.9% | -26.0% | -41.5% |
| YTD | +21.1% | -10.3% | +31.5% | +25.0% |
| 1Y | +16.3% | -7.9% | +24.2% | +19.6% |
| 3Y | +507.4% | +98.7% | +408.7% | +462.0% |
| 5Y | +1,052.1% | +105.0% | +947.0% | +951.1% |
| All | +3,604.4% | +210.5% | +3,393.9% | +3,389.1% |
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