+124.4%
IAU vs BTG
+94.8%
+29.6%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.2% | +0.4% |
| 7D | -2.0% | -3.8% | +1.7% | -0.9% |
| 30D | -1.5% | +3.6% | -5.2% | -2.6% |
| 3M | +3.3% | +32.0% | -28.8% | -5.6% |
| 6M | -16.2% | +3.4% | -19.6% | -18.6% |
| YTD | +0.7% | +20.8% | -20.1% | -6.4% |
| 1Y | +19.2% | +22.4% | -3.2% | +10.3% |
| 3Y | +124.4% | +91.7% | +32.7% | +80.7% |
| All | +124.4% | +94.8% | +29.6% | +80.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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