+859.8%
IAU vs BNS
+657.9%
+201.9%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.7% | -1.7% |
| 7D | +0.7% | +1.8% | -1.1% | +0.6% |
| 30D | +0.3% | +4.5% | -4.2% | 0.0% |
| 3M | +0.7% | +15.8% | -15.1% | -0.2% |
| 6M | -15.5% | +31.5% | -47.0% | -16.9% |
| YTD | +1.0% | +28.6% | -27.6% | -0.6% |
| 1Y | +19.6% | +48.2% | -28.6% | +16.8% |
| 3Y | +125.4% | +130.8% | -5.3% | +115.1% |
| 5Y | +140.7% | +94.9% | +45.9% | +130.8% |
| 10Y | +218.1% | +179.6% | +38.6% | +199.3% |
| All | +859.8% | +657.9% | +201.9% | +698.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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