+26.4%
AZN vs IAU
+122.5%
-96.1%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.7% | +3.4% | +2.0% |
| 7D | -3.1% | -3.4% | +0.3% | -2.7% |
| 30D | +0.6% | -1.1% | +1.7% | +0.7% |
| 3M | -10.8% | +5.8% | -16.6% | -11.5% |
| 6M | -18.1% | -16.9% | -1.2% | -17.0% |
| YTD | -12.3% | +0.1% | -12.4% | -13.0% |
| 1Y | -0.2% | +18.4% | -18.6% | -4.0% |
| All | +26.4% | +122.5% | -96.1% | +11.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling