+641.7%
AMZN vs IAU
+210.9%
+430.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | +2.8% | -4.6% | +7.4% | +3.5% |
| 30D | +5.0% | -5.4% | +10.4% | +5.8% |
| 3M | +0.6% | -10.9% | +11.5% | +2.1% |
| 6M | -1.3% | -17.4% | +16.1% | +1.2% |
| YTD | +15.5% | -10.2% | +25.7% | +16.8% |
| 1Y | +12.2% | -7.1% | +19.3% | +12.9% |
| 3Y | +87.0% | +97.7% | -10.7% | +60.6% |
| 5Y | +51.3% | +105.3% | -54.0% | +26.7% |
| All | +641.7% | +210.9% | +430.8% | +546.0% |
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 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