+19.0%
RSP vs IAU
+1.0%
+18.0%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.8% | +0.4% | +2.0% |
| 7D | +0.4% | +4.9% | -4.5% | -0.2% |
| 30D | +3.7% | -1.4% | +5.1% | +3.8% |
| 3M | +0.8% | -4.8% | +5.5% | +1.3% |
| 6M | +9.1% | -12.5% | +21.6% | +10.7% |
| YTD | +16.7% | -4.2% | +20.9% | +15.9% |
| All | +19.0% | +1.0% | +18.0% | +15.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling