+3,633.7%
ALNY vs IAU
+867.6%
+2,766.1%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -0.9% |
| 7D | -3.5% | +0.2% | -3.7% | -3.5% |
| 30D | +18.9% | +0.2% | +18.7% | +18.9% |
| 3M | -13.3% | +3.3% | -16.6% | -13.5% |
| 6M | -20.3% | -14.6% | -5.7% | -19.7% |
| YTD | -35.1% | +1.9% | -37.0% | -35.1% |
| 1Y | -46.5% | +20.9% | -67.4% | -46.9% |
| 3Y | +28.1% | +127.5% | -99.4% | +24.7% |
| 5Y | +36.1% | +141.9% | -105.8% | +32.2% |
| 10Y | +269.7% | +222.8% | +46.9% | +259.3% |
| All | +3,633.7% | +867.6% | +2,766.1% | +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