+851.8%
AZN vs IAU
+858.9%
-7.1%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.7% | +0.1% | -1.4% |
| 7D | -1.5% | +0.7% | -2.2% | -1.6% |
| 30D | -0.9% | +0.3% | -1.2% | -0.9% |
| 3M | -11.8% | +0.7% | -12.5% | -12.0% |
| 6M | -17.6% | -15.5% | -2.1% | -16.3% |
| YTD | -12.0% | +1.0% | -13.0% | -12.5% |
| 1Y | -0.9% | +19.6% | -20.4% | -3.2% |
| 3Y | +23.7% | +125.4% | -101.8% | +12.5% |
| 5Y | +54.5% | +140.7% | -86.2% | +39.4% |
| 10Y | +218.2% | +218.1% | 0.0% | +180.7% |
| All | +851.8% | +858.9% | -7.1% | +568.4% |
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