-3.8%
IAU vs BUD
+32.7%
-36.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.3% | +1.1% | -0.8% |
| 7D | -2.0% | +0.5% | -2.5% | -2.0% |
| 30D | -4.4% | +7.4% | -11.8% | -5.6% |
| 3M | -8.9% | +4.3% | -13.2% | -9.6% |
| 6M | -15.9% | +5.3% | -21.2% | -17.1% |
| YTD | -7.8% | +33.2% | -41.0% | -13.4% |
| 1Y | -3.8% | +31.8% | -35.5% | -9.7% |
| All | -3.8% | +32.7% | -36.5% | -9.7% |
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