+210.3%
IAU vs RACE
+717.8%
-507.5%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.5% | -0.3% | -2.6% |
| 7D | -5.5% | -4.0% | -1.5% | -5.2% |
| 30D | -7.0% | +3.5% | -10.5% | -7.2% |
| 3M | -12.3% | -0.4% | -11.9% | -12.3% |
| 6M | -17.9% | +23.2% | -41.1% | -18.8% |
| YTD | -10.3% | +11.0% | -21.3% | -11.0% |
| 1Y | -7.9% | -2.2% | -5.7% | -8.1% |
| 3Y | +98.7% | +22.5% | +76.1% | +95.6% |
| 5Y | +105.0% | +63.2% | +41.9% | +98.6% |
| All | +210.3% | +717.8% | -507.5% | +194.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling