+213.2%
RSP vs IAU
+208.6%
+4.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.6% | +2.6% | +0.3% |
| 7D | +0.7% | +2.8% | -2.1% | +0.4% |
| 30D | +3.7% | -4.0% | +7.6% | +4.1% |
| 3M | +0.7% | -8.2% | +8.9% | +1.5% |
| 6M | +9.0% | -14.8% | +23.8% | +10.7% |
| YTD | +16.7% | -6.7% | +23.4% | +17.2% |
| 1Y | +19.0% | -2.2% | +21.2% | +18.9% |
| 3Y | +64.7% | +106.7% | -42.0% | +51.0% |
| 5Y | +49.6% | +114.8% | -65.2% | +35.2% |
| 10Y | +213.2% | +213.0% | +0.2% | +191.3% |
| All | +213.2% | +208.6% | +4.5% | +191.3% |
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 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