+219.7%
IAU vs BLDR
+383.3%
-163.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.4% | -1.8% | +0.5% |
| 7D | -2.0% | -8.2% | +6.2% | -1.8% |
| 30D | -1.5% | -16.6% | +15.1% | -1.1% |
| 3M | +3.3% | -23.2% | +26.4% | +3.9% |
| 6M | -16.2% | -33.7% | +17.5% | -15.5% |
| YTD | +0.7% | -41.3% | +42.0% | +1.8% |
| 1Y | +19.2% | -58.8% | +78.0% | +21.3% |
| 3Y | +124.4% | -57.5% | +181.9% | +127.4% |
| 5Y | +140.0% | +12.9% | +127.1% | +137.0% |
| All | +219.7% | +383.3% | -163.7% | +224.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 10y: compounded portfolio wealth divided by compounded BLDR 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…
10y analysis · Full analysis span regression · 6 months rolling