-16.9%
IAU vs BTG
+0.7%
-17.6%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.9% | +1.2% | -0.8% |
| 7D | -3.4% | -5.5% | +2.1% | -1.7% |
| 30D | -1.1% | +6.1% | -7.2% | -2.9% |
| 3M | +5.8% | +38.6% | -32.8% | -5.0% |
| 6M | -16.9% | +0.7% | -17.6% | -17.4% |
| All | -16.9% | +0.7% | -17.6% | -17.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling