+92.0%
ACN vs IAU
+218.6%
-126.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.7% | -2.4% | -4.0% |
| 7D | -4.8% | +0.7% | -5.6% | -4.8% |
| 30D | +1.9% | +0.3% | +1.6% | +1.9% |
| 3M | +3.9% | +0.7% | +3.2% | +3.9% |
| 6M | -15.0% | -15.5% | +0.5% | -14.2% |
| YTD | -31.9% | +1.0% | -32.9% | -32.5% |
| 1Y | -28.5% | +19.6% | -48.1% | -30.8% |
| 3Y | -41.9% | +125.4% | -167.4% | -49.5% |
| 5Y | -42.9% | +140.7% | -183.6% | -51.4% |
| All | +92.0% | +218.6% | -126.6% | +75.7% |
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