+12,145.9%
AMZN vs IAU
+875.8%
+11,270.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.8% | +0.7% | -0.1% |
| 7D | -3.0% | -0.5% | -2.5% | -3.0% |
| 30D | -5.2% | +4.4% | -9.6% | -5.3% |
| 3M | +1.9% | -1.1% | +2.9% | +1.9% |
| 6M | +19.2% | -13.7% | +32.9% | +19.4% |
| YTD | +12.0% | +2.7% | +9.3% | +12.0% |
| 1Y | +9.7% | +24.6% | -14.9% | +9.5% |
| 3Y | +87.2% | +126.8% | -39.7% | +84.8% |
| 5Y | +48.7% | +139.5% | -90.8% | +46.3% |
| 10Y | +569.3% | +226.3% | +343.1% | +570.1% |
| All | +12,145.9% | +875.8% | +11,270.1% | +11,056.8% |
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 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