+261.9%
AMD vs IAU
+104.9%
+157.0%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | +0.8% | -18.1% | -17.7% |
| 7D | -28.6% | +1.9% | -30.5% | -29.3% |
| 30D | -37.7% | -1.7% | -36.0% | -37.1% |
| 3M | -16.1% | -3.6% | -12.5% | -14.7% |
| 6M | +13.8% | -10.1% | +24.0% | +20.2% |
| YTD | +88.8% | -5.1% | +94.0% | +95.8% |
| 1Y | +57.8% | +2.6% | +55.2% | +59.2% |
| All | +261.9% | +104.9% | +157.0% | +204.0% |
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