+859.8%
IAU vs BHP
+1,003.5%
-143.7%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.7% | -3.5% | -2.0% |
| 7D | +0.7% | +1.3% | -0.5% | +0.6% |
| 30D | +0.3% | +4.0% | -3.6% | -0.2% |
| 3M | +0.7% | +12.3% | -11.6% | -0.9% |
| 6M | -15.5% | +30.8% | -46.3% | -18.6% |
| YTD | +1.0% | +58.8% | -57.8% | -5.1% |
| 1Y | +19.6% | +76.8% | -57.3% | +10.8% |
| 3Y | +125.4% | +87.5% | +38.0% | +106.2% |
| 5Y | +140.7% | +123.9% | +16.9% | +112.9% |
| 10Y | +218.1% | +504.4% | -286.2% | +140.7% |
| All | +859.8% | +1,003.5% | -143.7% | +445.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded BHP 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling