+876.7%
IAU vs RMD
+2,080.1%
-1,203.4%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.5% | -0.8% |
| 7D | -0.5% | -5.0% | +4.5% | -0.3% |
| 30D | +4.4% | +2.2% | +2.2% | +4.3% |
| 3M | -1.1% | +17.8% | -18.9% | -1.9% |
| 6M | -13.7% | -11.3% | -2.4% | -13.3% |
| YTD | +2.7% | -4.4% | +7.2% | +2.8% |
| 1Y | +24.6% | -15.7% | +40.4% | +25.4% |
| 3Y | +126.8% | +47.7% | +79.1% | +122.2% |
| 5Y | +139.5% | -19.2% | +158.7% | +139.2% |
| 10Y | +226.3% | +280.4% | -54.1% | +206.1% |
| All | +876.7% | +2,080.1% | -1,203.4% | +750.6% |
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