+753.6%
IAU vs RMD
+2,193.1%
-1,439.6%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.1% | +0.1% |
| 7D | -4.6% | +2.1% | -6.7% | -4.7% |
| 30D | -5.4% | +2.1% | -7.5% | -5.5% |
| 3M | -10.9% | +6.2% | -17.1% | -11.2% |
| 6M | -17.4% | +19.4% | -36.7% | -18.1% |
| YTD | -10.2% | +0.5% | -10.7% | -10.4% |
| 1Y | -7.1% | -3.9% | -3.1% | -7.0% |
| 3Y | +97.7% | +72.5% | +25.2% | +92.4% |
| 5Y | +105.3% | -1.5% | +106.8% | +103.4% |
| 10Y | +208.0% | +345.8% | -137.7% | +187.2% |
| All | +753.6% | +2,193.1% | -1,439.6% | +641.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling