-29.9%
IBIT vs IAU
+19.9%
-49.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.6% |
| 7D | +1.1% | +0.2% | +1.0% | +1.1% |
| 30D | +22.2% | +0.2% | +22.0% | +22.4% |
| 3M | +26.0% | +3.3% | +22.8% | +24.4% |
| 6M | +13.2% | -14.6% | +27.7% | +18.4% |
| YTD | -10.8% | +1.9% | -12.7% | -10.5% |
| 1Y | -29.9% | +20.9% | -50.8% | -28.6% |
| All | -29.9% | +19.9% | -49.8% | -28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 1y: compounded portfolio wealth divided by compounded IAU 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…
1y analysis · Full analysis span regression · 6 months rolling