+8,164.6%
AMD vs IAU
+209.9%
+7,954.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.1% | +8.5% | +7.8% |
| 7D | +13.1% | -2.0% | +15.1% | +14.0% |
| 30D | -7.0% | -4.4% | -2.5% | -5.0% |
| 3M | +16.6% | -8.9% | +25.5% | +21.3% |
| 6M | +20.5% | -15.9% | +36.4% | +29.6% |
| YTD | +158.2% | -7.8% | +165.9% | +168.4% |
| 1Y | +132.8% | -3.8% | +136.5% | +138.3% |
| 3Y | +366.2% | +104.3% | +261.9% | +265.5% |
| 5Y | +278.7% | +111.2% | +167.5% | +187.4% |
| 10Y | +8,164.6% | +216.4% | +7,948.1% | +7,227.1% |
| All | +8,164.6% | +209.9% | +7,954.7% | +7,227.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling