+22.1%
ALNY vs IAU
+123.7%
-101.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | -0.1% | +0.4% |
| 7D | -6.5% | -2.0% | -4.5% | -6.2% |
| 30D | +11.0% | -1.5% | +12.6% | +11.3% |
| 3M | -14.1% | +3.3% | -17.3% | -14.5% |
| 6M | -22.4% | -16.2% | -6.2% | -20.0% |
| YTD | -37.5% | +0.7% | -38.1% | -37.6% |
| 1Y | -46.9% | +19.2% | -66.2% | -48.8% |
| 3Y | +22.1% | +124.4% | -102.3% | +3.0% |
| All | +22.1% | +123.7% | -101.6% | +3.0% |
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