-4.6%
HD vs IAU
+2.6%
-7.2%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +3.7% | +2.9% | +5.9% |
| 7D | +11.9% | -0.3% | +12.2% | +11.8% |
| 30D | +26.4% | -1.9% | +28.3% | +26.5% |
| 3M | +2.8% | -0.4% | +3.2% | +2.8% |
| 6M | +15.5% | -10.1% | +25.6% | +16.9% |
| YTD | +5.5% | -5.9% | +11.5% | +6.5% |
| 1Y | -4.6% | +2.9% | -7.5% | -2.5% |
| All | -4.6% | +2.6% | -7.2% | -2.5% |
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