-39.9%
ACN vs IAU
+129.2%
-169.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.8% | -2.5% | -3.4% |
| 7D | -1.5% | -0.5% | -1.0% | -1.6% |
| 30D | +9.4% | +4.4% | +4.9% | +9.8% |
| 3M | +5.6% | -1.1% | +6.7% | +5.7% |
| 6M | -9.3% | -13.7% | +4.5% | -10.0% |
| YTD | -29.0% | +2.7% | -31.7% | -29.2% |
| 1Y | -24.7% | +24.6% | -49.3% | -25.5% |
| All | -39.9% | +129.2% | -169.1% | -44.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling