+43.8%
IAU vs BIYA
-99.8%
+143.6%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | +0.7% | +2.7% | -2.0% | +0.8% |
| 30D | +0.3% | -18.7% | +19.0% | +0.1% |
| 3M | +0.7% | -72.0% | +72.7% | +0.3% |
| 6M | -15.5% | -86.4% | +70.9% | -15.0% |
| YTD | +1.0% | -94.2% | +95.1% | +0.5% |
| 1Y | +19.6% | -98.4% | +118.0% | +18.0% |
| All | +43.8% | -99.8% | +143.6% | +41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 3y: compounded portfolio wealth divided by compounded BIYA 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…
3y analysis · Full analysis span regression · 6 months rolling