+218.0%
IAU vs BB
-0.1%
+218.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.7% | +1.0% | -1.7% |
| 7D | -3.4% | -2.1% | -1.3% | -3.3% |
| 30D | -1.1% | -16.0% | +14.9% | -0.8% |
| 3M | +5.8% | -14.5% | +20.3% | +6.0% |
| 6M | -16.9% | +118.6% | -135.5% | -18.2% |
| YTD | +0.1% | +98.9% | -98.8% | -1.2% |
| 1Y | +18.4% | +99.5% | -81.1% | +16.8% |
| 3Y | +123.6% | +65.4% | +58.2% | +119.8% |
| 5Y | +138.7% | -27.6% | +166.4% | +135.1% |
| All | +218.0% | -0.1% | +218.1% | +213.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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