+776.9%
IAU vs IBB
+862.2%
-85.3%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.6% | -1.2% |
| 7D | -2.0% | -1.4% | -0.6% | -1.9% |
| 30D | -4.4% | +6.8% | -11.2% | -4.7% |
| 3M | -8.9% | +9.2% | -18.1% | -9.2% |
| 6M | -15.9% | +28.3% | -44.3% | -16.7% |
| YTD | -7.8% | +29.4% | -37.1% | -8.6% |
| 1Y | -3.8% | +33.2% | -36.9% | -4.7% |
| 3Y | +104.3% | +90.2% | +14.2% | +100.9% |
| 5Y | +111.2% | +44.0% | +67.2% | +108.3% |
| 10Y | +216.4% | +133.1% | +83.3% | +211.9% |
| All | +776.9% | +862.2% | -85.3% | +710.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling