+3,800.0%
FIX vs IAU
+209.6%
+3,590.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +1.8% | +7.6% | +9.0% |
| 7D | -7.2% | +4.9% | -12.1% | -8.4% |
| 30D | -35.1% | -1.4% | -33.7% | -34.9% |
| 3M | -34.3% | -4.8% | -29.5% | -33.5% |
| 6M | -42.9% | -12.5% | -30.4% | -41.4% |
| YTD | +19.5% | -4.2% | +23.6% | +21.4% |
| 1Y | +16.8% | +3.1% | +13.7% | +17.7% |
| 3Y | +506.7% | +110.0% | +396.7% | +456.7% |
| 5Y | +1,046.7% | +123.1% | +923.6% | +935.6% |
| 10Y | +3,800.0% | +216.7% | +3,583.3% | +3,473.7% |
| All | +3,800.0% | +209.6% | +3,590.3% | +3,473.7% |
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