+147.0%
IAU vs BBAI
-71.8%
+218.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.4% | -1.7% |
| 7D | -3.4% | -5.4% | +2.0% | -3.3% |
| 30D | -1.1% | -15.3% | +14.2% | -1.0% |
| 3M | +5.8% | -29.9% | +35.7% | +6.1% |
| 6M | -16.9% | -30.7% | +13.8% | -16.8% |
| YTD | +0.1% | -47.8% | +47.9% | +0.4% |
| 1Y | +18.4% | -40.4% | +58.8% | +18.7% |
| 3Y | +123.6% | +66.9% | +56.7% | +122.8% |
| 5Y | +138.7% | -71.4% | +210.1% | +136.8% |
| All | +147.0% | -71.8% | +218.8% | +143.4% |
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