+216.4%
IAU vs BUD
-4.5%
+220.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.3% | +1.1% | -1.0% |
| 7D | -2.0% | +0.5% | -2.5% | -2.0% |
| 30D | -4.4% | +7.4% | -11.8% | -4.8% |
| 3M | -8.9% | +4.3% | -13.2% | -9.2% |
| 6M | -15.9% | +5.3% | -21.2% | -16.3% |
| YTD | -7.8% | +33.2% | -41.0% | -9.3% |
| 1Y | -3.8% | +31.8% | -35.5% | -5.3% |
| 3Y | +104.3% | +47.8% | +56.6% | +99.8% |
| 5Y | +111.2% | +50.2% | +61.0% | +105.6% |
| 10Y | +216.4% | -4.8% | +221.2% | +204.5% |
| All | +216.4% | -4.5% | +220.9% | +204.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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