+1,358.4%
ACN vs IAU
+776.1%
+582.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.1% | -0.7% | -1.8% |
| 7D | -4.0% | -2.0% | -2.1% | -4.0% |
| 30D | +19.0% | -4.4% | +23.4% | +19.1% |
| 3M | +42.2% | -8.9% | +51.1% | +42.6% |
| 6M | +50.1% | -15.9% | +66.1% | +50.9% |
| YTD | -2.7% | -7.8% | +5.0% | -2.8% |
| 1Y | +7.6% | -3.8% | +11.4% | +7.3% |
| 3Y | -15.9% | +104.3% | -120.2% | -19.6% |
| 5Y | -24.4% | +111.2% | -135.6% | -28.1% |
| 10Y | +151.4% | +216.4% | -65.1% | +137.7% |
| All | +1,358.4% | +776.1% | +582.3% | +1,256.4% |
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