+106.7%
IAU vs IBB
+89.8%
+16.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.1% | -1.5% | -2.4% |
| 7D | +2.8% | +0.8% | +2.0% | +2.6% |
| 30D | -4.0% | +5.2% | -9.1% | -5.1% |
| 3M | -8.2% | +8.6% | -16.8% | -9.9% |
| 6M | -14.8% | +27.8% | -42.6% | -19.1% |
| YTD | -6.7% | +28.8% | -35.5% | -11.5% |
| 1Y | -2.2% | +36.4% | -38.6% | -7.9% |
| 3Y | +106.7% | +89.3% | +17.4% | +89.0% |
| All | +106.7% | +89.8% | +16.9% | +89.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling