+990.2%
IBKR vs IAU
+220.2%
+770.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.5% | +1.6% | +2.2% |
| 7D | -1.3% | -2.0% | +0.7% | -1.3% |
| 30D | -0.2% | -1.5% | +1.3% | -0.2% |
| 3M | +3.0% | +3.3% | -0.3% | +2.9% |
| 6M | +33.9% | -16.2% | +50.1% | +32.3% |
| YTD | +42.5% | +0.7% | +41.8% | +44.2% |
| 1Y | +44.9% | +19.2% | +25.6% | +51.2% |
| 3Y | +293.0% | +124.4% | +168.6% | +368.6% |
| 5Y | +497.7% | +140.0% | +357.6% | +621.7% |
| All | +990.2% | +220.2% | +770.0% | +1,387.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling