+218.1%
IAU vs RACE
+793.3%
-575.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.7% | -1.7% |
| 7D | +0.7% | -1.0% | +1.8% | +0.8% |
| 30D | +0.3% | -1.5% | +1.9% | +0.4% |
| 3M | +0.7% | +15.5% | -14.8% | 0.0% |
| 6M | -15.5% | +17.3% | -32.8% | -16.2% |
| YTD | +1.0% | +11.1% | -10.2% | +0.3% |
| 1Y | +19.6% | -14.3% | +33.8% | +20.0% |
| 3Y | +125.4% | +40.2% | +85.3% | +121.0% |
| 5Y | +140.7% | +92.6% | +48.2% | +132.6% |
| 10Y | +218.1% | +786.6% | -568.4% | +215.8% |
| All | +218.1% | +793.3% | -575.1% | +215.8% |
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