+2.9%
IAU vs BBY
+33.0%
-30.1%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +8.0% | -4.3% | +3.5% |
| 7D | -0.3% | +4.5% | -4.8% | -0.4% |
| 30D | -1.9% | +16.0% | -17.8% | -2.0% |
| 3M | -0.4% | +18.6% | -19.0% | -0.4% |
| 6M | -10.1% | +80.1% | -90.2% | -8.6% |
| YTD | -5.9% | +57.4% | -63.3% | -4.6% |
| 1Y | +2.9% | +34.5% | -31.6% | +5.0% |
| All | +2.9% | +33.0% | -30.1% | +5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 1y: compounded portfolio wealth divided by compounded BBY 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…
1y analysis · Full analysis span regression · 6 months rolling