+503.6%
IBKR vs IAU
+139.7%
+363.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.5% | +1.6% | +2.1% |
| 7D | -1.3% | -2.0% | +0.7% | -1.1% |
| 30D | -0.2% | -1.5% | +1.3% | 0.0% |
| 3M | +3.0% | +3.3% | -0.3% | +2.6% |
| 6M | +33.9% | -16.2% | +50.1% | +34.2% |
| YTD | +42.5% | +0.7% | +41.8% | +45.0% |
| 1Y | +44.9% | +19.2% | +25.6% | +51.9% |
| 3Y | +293.0% | +124.4% | +168.6% | +379.0% |
| All | +503.6% | +139.7% | +363.9% | +627.3% |
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