+753.6%
IAU vs BEN
+236.1%
+517.4%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | +0.1% |
| 7D | -4.6% | +6.8% | -11.4% | -4.7% |
| 30D | -5.4% | +18.0% | -23.4% | -5.7% |
| 3M | -10.9% | +7.5% | -18.3% | -11.0% |
| 6M | -17.4% | +14.7% | -32.1% | -17.6% |
| YTD | -10.2% | +56.1% | -66.3% | -10.8% |
| 1Y | -7.1% | +69.6% | -76.6% | -7.7% |
| 3Y | +97.7% | +87.7% | +10.0% | +95.8% |
| 5Y | +105.3% | +28.6% | +76.7% | +103.6% |
| 10Y | +208.0% | +59.8% | +148.2% | +204.7% |
| All | +753.6% | +236.1% | +517.4% | +725.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 all: compounded portfolio wealth divided by compounded BEN 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…
all analysis · Full analysis span regression · 6 months rolling