+20.9%
IAU vs BUD
+33.8%
-12.9%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.2% | +3.1% | +1.2% |
| 7D | +0.2% | -1.3% | +1.5% | +0.4% |
| 30D | +0.2% | -6.1% | +6.4% | +1.1% |
| 3M | +3.3% | -3.8% | +7.0% | +3.7% |
| 6M | -14.6% | +8.2% | -22.7% | -17.1% |
| YTD | +1.9% | +23.6% | -21.7% | -0.8% |
| 1Y | +20.9% | +33.4% | -12.6% | +19.1% |
| All | +20.9% | +33.8% | -12.9% | +19.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling