-28.8%
ACN vs IAU
+19.9%
-48.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.7% | -1.7% |
| 7D | -6.3% | +0.2% | -6.5% | -6.3% |
| 30D | -1.4% | +0.2% | -1.6% | -1.3% |
| 3M | +2.6% | +3.3% | -0.7% | +3.4% |
| 6M | -14.3% | -14.6% | +0.3% | -16.4% |
| YTD | -33.1% | +1.9% | -35.0% | -32.4% |
| 1Y | -28.8% | +20.9% | -49.7% | -31.7% |
| All | -28.8% | +19.9% | -48.7% | -31.7% |
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 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