+218.1%
IAU vs RY
+371.6%
-153.5%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -1.0% | -1.7% |
| 7D | +0.7% | +2.7% | -2.0% | +0.5% |
| 30D | +0.3% | -1.0% | +1.3% | +0.4% |
| 3M | +0.7% | +7.6% | -6.9% | 0.0% |
| 6M | -15.5% | +29.5% | -45.0% | -17.4% |
| YTD | +1.0% | +24.2% | -23.2% | -1.0% |
| 1Y | +19.6% | +46.4% | -26.8% | +15.9% |
| 3Y | +125.4% | +159.4% | -34.0% | +110.8% |
| 5Y | +140.7% | +141.8% | -1.1% | +125.2% |
| 10Y | +218.1% | +373.9% | -155.8% | +192.7% |
| All | +218.1% | +371.6% | -153.5% | +192.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded RY 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling