+5.8%
HD vs IAU
+120.1%
-114.3%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -1.7% |
| 7D | +4.3% | +4.7% | -0.4% | +3.7% |
| 30D | +20.2% | -0.9% | +21.1% | +20.2% |
| 3M | -1.0% | -4.4% | +3.4% | -0.5% |
| 6M | +7.9% | -13.5% | +21.4% | +9.7% |
| YTD | +2.0% | -5.9% | +7.9% | +2.3% |
| 1Y | -4.3% | +1.9% | -6.2% | -4.9% |
| 3Y | +25.9% | +104.1% | -78.1% | +9.0% |
| All | +5.8% | +120.1% | -114.3% | -15.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling