+46.2%
IBIT vs IAU
+89.8%
-43.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.1% | -3.6% | -3.6% |
| 7D | -9.2% | -4.6% | -4.6% | -7.4% |
| 30D | -15.8% | -5.4% | -10.4% | -13.9% |
| 3M | +8.5% | -10.9% | +19.4% | +13.8% |
| 6M | -13.7% | -17.4% | +3.7% | -7.7% |
| YTD | -21.6% | -10.2% | -11.4% | -17.8% |
| 1Y | -30.0% | -7.1% | -22.9% | -27.3% |
| All | +46.2% | +89.8% | -43.6% | +16.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling