+24.6%
IAU vs IBB
+51.5%
-26.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | 0.0% | -0.5% |
| 7D | -0.5% | +1.4% | -1.9% | -1.1% |
| 30D | +4.4% | +10.5% | -6.1% | +0.3% |
| 3M | -1.1% | +23.6% | -24.7% | -9.2% |
| 6M | -13.7% | +22.6% | -36.3% | -20.8% |
| YTD | +2.7% | +25.7% | -22.9% | -6.2% |
| 1Y | +24.6% | +51.4% | -26.7% | +11.9% |
| All | +24.6% | +51.5% | -26.8% | +11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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