+149.7%
XBI vs IAU
+220.2%
-70.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.5% |
| 7D | -4.6% | -2.0% | -2.6% | -4.2% |
| 30D | -2.0% | -1.5% | -0.5% | -1.7% |
| 3M | +17.8% | +3.3% | +14.5% | +16.9% |
| 6M | +23.7% | -16.2% | +40.0% | +27.8% |
| YTD | +28.2% | +0.7% | +27.6% | +27.8% |
| 1Y | +64.0% | +19.2% | +44.7% | +58.1% |
| 3Y | +99.4% | +124.4% | -25.0% | +68.9% |
| 5Y | +19.3% | +140.0% | -120.7% | -1.2% |
| All | +149.7% | +220.2% | -70.5% | +114.9% |
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