+118.1%
HAL vs IAU
+793.8%
-675.7%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.6% | 0.0% |
| 7D | -12.0% | +4.7% | -16.7% | -13.3% |
| 30D | +0.3% | -0.9% | +1.2% | +0.4% |
| 3M | -1.6% | -4.4% | +2.8% | -0.6% |
| 6M | -20.5% | -13.5% | -7.0% | -17.4% |
| YTD | +14.2% | -5.9% | +20.1% | +14.4% |
| 1Y | +18.9% | +1.9% | +17.0% | +15.9% |
| 3Y | -13.7% | +104.1% | -117.8% | -34.9% |
| 5Y | +42.2% | +121.0% | -78.8% | +4.2% |
| 10Y | -16.7% | +204.1% | -220.8% | -46.2% |
| All | +118.1% | +793.8% | -675.7% | -23.7% |
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