+188.9%
AMAT vs IAU
+24.6%
+164.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.8% | +5.2% | +4.7% |
| 7D | -1.5% | -0.5% | -1.0% | -1.3% |
| 30D | -14.8% | +4.4% | -19.2% | -16.6% |
| 3M | -9.3% | -1.1% | -8.2% | -9.0% |
| 6M | +27.4% | -13.7% | +41.1% | +34.3% |
| YTD | +77.6% | +2.7% | +74.8% | +81.4% |
| 1Y | +188.9% | +24.6% | +164.3% | +205.5% |
| All | +188.9% | +24.6% | +164.4% | +205.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling