+965.0%
ACN vs IAU
+875.8%
+89.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.8% | -2.5% | -3.3% |
| 7D | -1.5% | -0.5% | -1.0% | -1.5% |
| 30D | +9.4% | +4.4% | +4.9% | +9.2% |
| 3M | +5.6% | -1.1% | +6.7% | +5.7% |
| 6M | -9.3% | -13.7% | +4.5% | -8.8% |
| YTD | -29.0% | +2.7% | -31.7% | -29.2% |
| 1Y | -24.7% | +24.6% | -49.3% | -25.7% |
| 3Y | -39.8% | +126.8% | -166.7% | -42.7% |
| 5Y | -40.9% | +139.5% | -180.4% | -44.0% |
| 10Y | +91.1% | +226.3% | -135.1% | +80.5% |
| All | +965.0% | +875.8% | +89.2% | +887.6% |
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