+66.7%
IBIT vs IAU
+113.4%
-46.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.1% | -1.2% |
| 7D | +1.4% | +0.7% | +0.7% | +1.2% |
| 30D | +20.6% | +0.3% | +20.3% | +20.7% |
| 3M | +23.7% | +0.7% | +23.0% | +23.4% |
| 6M | +15.0% | -15.5% | +30.5% | +20.6% |
| YTD | -10.6% | +1.0% | -11.6% | -10.5% |
| 1Y | -30.3% | +19.6% | -49.9% | -33.4% |
| All | +66.7% | +113.4% | -46.7% | +26.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling