+6,406.4%
AMD vs IAU
+224.2%
+6,182.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.8% | +5.5% | +5.0% |
| 7D | +2.6% | -0.5% | +3.1% | +2.8% |
| 30D | -0.9% | +4.4% | -5.4% | -2.9% |
| 3M | -8.7% | -1.1% | -7.7% | -8.4% |
| 6M | +136.3% | -13.7% | +150.1% | +149.0% |
| YTD | +123.0% | +2.7% | +120.3% | +121.2% |
| 1Y | +195.2% | +24.6% | +170.5% | +175.2% |
| 3Y | +336.3% | +126.8% | +209.5% | +228.1% |
| 5Y | +334.5% | +139.5% | +195.0% | +214.5% |
| All | +6,406.4% | +224.2% | +6,182.2% | +5,215.8% |
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