+211.0%
IAU vs RY
+360.9%
-149.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.3% | +0.5% | -0.7% |
| 7D | +4.7% | -0.9% | +5.6% | +4.8% |
| 30D | -0.9% | +5.9% | -6.7% | -1.4% |
| 3M | -4.4% | -4.3% | -0.1% | -4.0% |
| 6M | -13.5% | +12.1% | -25.6% | -14.4% |
| YTD | -5.9% | +20.3% | -26.2% | -7.5% |
| 1Y | +1.9% | +41.0% | -39.1% | -0.9% |
| 3Y | +104.1% | +157.5% | -53.5% | +91.1% |
| 5Y | +121.0% | +123.2% | -2.2% | +107.6% |
| All | +211.0% | +360.9% | -149.9% | +181.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling