+218.0%
IAU vs RMD
+276.6%
-58.6%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.5% | -1.7% |
| 7D | -3.4% | -4.2% | +0.8% | -3.1% |
| 30D | -1.1% | -2.1% | +1.0% | -1.0% |
| 3M | +5.8% | +13.8% | -7.9% | +5.0% |
| 6M | -16.9% | -10.6% | -6.3% | -16.5% |
| YTD | +0.1% | -8.1% | +8.2% | +0.5% |
| 1Y | +18.4% | -18.0% | +36.4% | +19.5% |
| 3Y | +123.6% | +52.9% | +70.7% | +118.1% |
| 5Y | +138.7% | -22.3% | +161.0% | +138.9% |
| All | +218.0% | +276.6% | -58.6% | +208.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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