+1,359.8%
AMT vs IAU
+793.8%
+566.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.8% | -1.9% | -2.6% |
| 7D | +0.5% | +4.7% | -4.2% | 0.0% |
| 30D | +13.6% | -0.9% | +14.5% | +13.7% |
| 3M | +11.5% | -4.4% | +15.8% | +12.0% |
| 6M | +6.9% | -13.5% | +20.4% | +8.7% |
| YTD | +10.8% | -5.9% | +16.7% | +11.1% |
| 1Y | +10.3% | +1.9% | +8.4% | +9.4% |
| 3Y | +12.4% | +104.1% | -91.6% | +1.8% |
| 5Y | -20.1% | +121.0% | -141.1% | -28.4% |
| 10Y | +116.8% | +204.1% | -87.2% | +90.0% |
| All | +1,359.8% | +793.8% | +566.0% | +936.7% |
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