+876.7%
IAU vs BEN
+220.8%
+655.9%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.5% | -4.4% | -0.9% |
| 7D | -0.5% | +0.2% | -0.7% | -0.5% |
| 30D | +4.4% | -0.5% | +5.0% | +4.4% |
| 3M | -1.1% | +9.7% | -10.8% | -1.2% |
| 6M | -13.7% | +33.9% | -47.6% | -14.1% |
| YTD | +2.7% | +49.0% | -46.2% | +2.2% |
| 1Y | +24.6% | +42.1% | -17.5% | +24.0% |
| 3Y | +126.8% | +51.9% | +75.0% | +125.2% |
| 5Y | +139.5% | +39.0% | +100.4% | +137.5% |
| 10Y | +226.3% | +57.9% | +168.4% | +222.8% |
| All | +876.7% | +220.8% | +655.9% | +846.0% |
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