-11.1%
AXP vs IAU
-8.1%
-3.0%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | -0.1% | -4.6% | +4.5% | +0.4% |
| 30D | +4.4% | -5.4% | +9.9% | +5.0% |
| 3M | -6.4% | -10.9% | +4.5% | -5.5% |
| 6M | +4.2% | -17.4% | +21.5% | +5.2% |
| YTD | -12.4% | -10.2% | -2.2% | -15.3% |
| 1Y | -11.1% | -7.1% | -4.1% | -18.5% |
| All | -11.1% | -8.1% | -3.0% | -18.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling