+153.9%
HAL vs IAU
+875.8%
-721.9%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.3% | -0.3% |
| 7D | +2.9% | -0.5% | +3.4% | +3.1% |
| 30D | +17.0% | +4.4% | +12.6% | +15.4% |
| 3M | -9.7% | -1.1% | -8.6% | -9.6% |
| 6M | +8.6% | -13.7% | +22.3% | +12.9% |
| YTD | +33.0% | +2.7% | +30.3% | +30.0% |
| 1Y | +68.3% | +24.6% | +43.7% | +53.2% |
| 3Y | +0.1% | +126.8% | -126.7% | -26.8% |
| 5Y | +102.6% | +139.5% | -36.9% | +45.1% |
| 10Y | +3.8% | +226.3% | -222.4% | -34.2% |
| All | +153.9% | +875.8% | -721.9% | -13.3% |
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