+69.8%
IBIT vs IAU
+117.2%
-47.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.6% | -2.1% |
| 7D | +3.0% | -0.5% | +3.5% | +3.3% |
| 30D | +23.1% | +4.4% | +18.7% | +21.4% |
| 3M | +25.6% | -1.1% | +26.6% | +25.8% |
| 6M | +9.1% | -13.7% | +22.9% | +13.6% |
| YTD | -8.9% | +2.7% | -11.6% | -9.5% |
| 1Y | -27.5% | +24.6% | -52.1% | -31.6% |
| All | +69.8% | +117.2% | -47.3% | +28.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling