+216.7%
IAU vs RACE
+738.3%
-521.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.7% | +1.2% | +1.8% |
| 7D | +4.9% | +3.9% | +1.0% | +4.7% |
| 30D | -1.4% | +7.4% | -8.8% | -1.8% |
| 3M | -4.8% | +1.6% | -6.4% | -4.9% |
| 6M | -12.5% | +23.3% | -35.8% | -13.5% |
| YTD | -4.2% | +14.7% | -18.8% | -5.0% |
| 1Y | +3.1% | +2.5% | +0.6% | +2.7% |
| 3Y | +110.0% | +28.0% | +82.0% | +106.2% |
| 5Y | +123.1% | +69.8% | +53.2% | +115.6% |
| 10Y | +216.7% | +734.9% | -518.2% | +199.7% |
| All | +216.7% | +738.3% | -521.6% | +199.7% |
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