+215.6%
RSP vs IAU
+209.6%
+5.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.8% | +0.4% | +2.1% |
| 7D | +0.4% | +4.9% | -4.5% | -0.1% |
| 30D | +3.7% | -1.4% | +5.1% | +3.8% |
| 3M | +0.8% | -4.8% | +5.5% | +1.2% |
| 6M | +9.1% | -12.5% | +21.6% | +10.5% |
| YTD | +16.7% | -4.2% | +20.9% | +16.9% |
| 1Y | +19.7% | +3.1% | +16.6% | +19.0% |
| 3Y | +66.7% | +110.0% | -43.3% | +52.6% |
| 5Y | +48.7% | +123.1% | -74.4% | +34.0% |
| 10Y | +215.6% | +216.7% | -1.1% | +193.1% |
| All | +215.6% | +209.6% | +5.9% | +193.1% |
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