+139.3%
IAU vs RMD
-23.0%
+162.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.6% |
| 7D | -2.0% | -4.4% | +2.4% | -1.7% |
| 30D | -1.5% | -3.1% | +1.6% | -1.3% |
| 3M | +3.3% | +13.8% | -10.5% | +2.2% |
| 6M | -16.2% | -8.6% | -7.7% | -15.8% |
| YTD | +0.7% | -8.6% | +9.3% | +1.3% |
| 1Y | +19.2% | -19.7% | +38.9% | +20.9% |
| 3Y | +124.4% | +48.4% | +76.0% | +118.4% |
| All | +139.3% | -23.0% | +162.4% | +140.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling