+127.1%
IAU vs BLDR
-56.4%
+183.5%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.9% | +2.8% | +1.0% |
| 7D | +0.2% | -2.7% | +2.9% | +0.3% |
| 30D | +0.2% | -14.7% | +14.9% | +0.8% |
| 3M | +3.3% | -20.8% | +24.1% | +4.1% |
| 6M | -14.6% | -35.3% | +20.8% | -13.5% |
| YTD | +1.9% | -40.3% | +42.2% | +3.3% |
| 1Y | +20.9% | -56.3% | +77.2% | +23.0% |
| All | +127.1% | -56.4% | +183.5% | +132.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling