+553.0%
AMZN vs IAU
+218.5%
+334.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.5% | 0.0% |
| 7D | -2.7% | -3.4% | +0.7% | -2.3% |
| 30D | -7.5% | -1.1% | -6.4% | -7.4% |
| 3M | +5.8% | +5.8% | 0.0% | +5.0% |
| 6M | +17.5% | -16.9% | +34.5% | +19.9% |
| YTD | +9.1% | +0.1% | +9.0% | +8.7% |
| 1Y | +9.4% | +18.4% | -9.0% | +6.2% |
| 3Y | +82.2% | +123.6% | -41.4% | +54.0% |
| 5Y | +45.2% | +138.7% | -93.5% | +19.4% |
| All | +553.0% | +218.5% | +334.5% | +455.3% |
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