+72.5%
HAL vs IAU
+20.0%
+52.5%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.8% |
| 7D | +0.5% | +0.7% | -0.3% | +0.5% |
| 30D | +15.9% | +0.3% | +15.6% | +15.9% |
| 3M | -8.7% | +0.7% | -9.4% | -8.6% |
| 6M | +9.0% | -15.5% | +24.5% | +8.9% |
| YTD | +32.0% | +1.0% | +31.1% | +39.5% |
| 1Y | +72.5% | +19.6% | +52.9% | +78.6% |
| All | +72.5% | +20.0% | +52.5% | +78.6% |
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