+859.8%
IAU vs EFX
+658.3%
+201.5%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.1% | +1.3% | -1.7% |
| 7D | +0.7% | -7.8% | +8.6% | +0.9% |
| 30D | +0.3% | -5.7% | +6.1% | +0.4% |
| 3M | +0.7% | +2.5% | -1.8% | +0.6% |
| 6M | -15.5% | -16.7% | +1.2% | -15.3% |
| YTD | +1.0% | -20.2% | +21.1% | +1.2% |
| 1Y | +19.6% | -31.4% | +50.9% | +20.2% |
| 3Y | +125.4% | -10.5% | +135.9% | +125.2% |
| 5Y | +140.7% | -35.2% | +176.0% | +140.6% |
| 10Y | +218.1% | +40.2% | +178.0% | +216.0% |
| All | +859.8% | +658.3% | +201.5% | +869.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded EFX 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling