+943.2%
XBI vs IAU
+620.6%
+322.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.7% | +0.6% | -1.0% |
| 7D | -0.9% | +0.7% | -1.6% | -1.0% |
| 30D | +2.9% | +0.3% | +2.6% | +2.9% |
| 3M | +26.2% | +0.7% | +25.5% | +26.1% |
| 6M | +30.7% | -15.5% | +46.2% | +32.2% |
| YTD | +32.9% | +1.0% | +32.0% | +32.9% |
| 1Y | +72.3% | +19.6% | +52.7% | +70.5% |
| 3Y | +107.2% | +125.4% | -18.3% | +97.9% |
| 5Y | +23.2% | +140.7% | -117.6% | +17.1% |
| 10Y | +158.5% | +218.1% | -59.6% | +145.9% |
| All | +943.2% | +620.6% | +322.6% | +823.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling