+17.3%
HAL vs IAU
-1.6%
+18.9%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.6% | +2.6% | +0.1% |
| 7D | -6.5% | +2.8% | -9.3% | -6.7% |
| 30D | -2.1% | -4.0% | +1.8% | -1.7% |
| 3M | -4.9% | -8.2% | +3.4% | -4.2% |
| 6M | -19.3% | -14.8% | -4.5% | -17.9% |
| YTD | +14.3% | -6.7% | +21.0% | +11.5% |
| 1Y | +17.3% | -2.2% | +19.5% | +15.2% |
| All | +17.3% | -1.6% | +18.9% | +15.2% |
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