+876.7%
IAU vs RY
+1,739.5%
-862.8%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.8% |
| 7D | -0.5% | +3.1% | -3.6% | -0.7% |
| 30D | +4.4% | -0.3% | +4.8% | +4.4% |
| 3M | -1.1% | +8.7% | -9.7% | -1.5% |
| 6M | -13.7% | +28.5% | -42.3% | -14.8% |
| YTD | +2.7% | +25.1% | -22.4% | +1.6% |
| 1Y | +24.6% | +46.3% | -21.7% | +22.5% |
| 3Y | +126.8% | +154.9% | -28.1% | +118.0% |
| 5Y | +139.5% | +140.3% | -0.8% | +130.3% |
| 10Y | +226.3% | +377.0% | -150.8% | +206.7% |
| All | +876.7% | +1,739.5% | -862.8% | +734.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling