+859.8%
IAU vs FTI
+1,473.1%
-613.3%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.1% | +0.4% | -1.6% |
| 7D | +0.7% | -0.2% | +0.9% | +0.8% |
| 30D | +0.3% | +12.3% | -12.0% | -0.3% |
| 3M | +0.7% | +13.8% | -13.1% | -0.1% |
| 6M | -15.5% | +24.3% | -39.8% | -16.7% |
| YTD | +1.0% | +75.8% | -74.8% | -2.4% |
| 1Y | +19.6% | +99.6% | -80.1% | +14.7% |
| 3Y | +125.4% | +278.4% | -153.0% | +107.1% |
| 5Y | +140.7% | +1,168.7% | -1,027.9% | +103.7% |
| 10Y | +218.1% | +297.5% | -79.4% | +179.9% |
| All | +859.8% | +1,473.1% | -613.3% | +545.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 FTI 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