+859.8%
IAU vs BIIB
+235.2%
+624.7%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.8% | +2.0% | -1.7% |
| 7D | +0.7% | -1.6% | +2.4% | +0.8% |
| 30D | +0.3% | +2.2% | -1.9% | +0.3% |
| 3M | +0.7% | +10.3% | -9.6% | +0.6% |
| 6M | -15.5% | +14.9% | -30.4% | -15.7% |
| YTD | +1.0% | +20.7% | -19.8% | +0.7% |
| 1Y | +19.6% | +50.3% | -30.8% | +18.8% |
| 3Y | +125.4% | -18.0% | +143.4% | +125.6% |
| 5Y | +140.7% | -33.9% | +174.7% | +141.0% |
| 10Y | +218.1% | -30.9% | +249.1% | +218.1% |
| All | +859.8% | +235.2% | +624.7% | +828.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BIIB.
Daily Out/Under-Performance
Portfolio return minus BIIB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIIB 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 BIIB 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