+121.5%
IAU vs BBAI
-80.9%
+202.4%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -7.7% | +7.9% | +0.2% |
| 7D | -4.6% | -14.0% | +9.4% | -4.5% |
| 30D | -5.4% | -12.4% | +6.9% | -5.4% |
| 3M | -10.9% | -42.8% | +31.9% | -10.5% |
| 6M | -17.4% | -54.6% | +37.3% | -16.9% |
| YTD | -10.2% | -64.6% | +54.4% | -9.7% |
| 1Y | -7.1% | -69.9% | +62.8% | -6.4% |
| 3Y | +97.7% | +7.3% | +90.4% | +97.6% |
| 5Y | +105.3% | -80.8% | +186.1% | +103.4% |
| All | +121.5% | -80.9% | +202.4% | +118.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 BBAI 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