+1,252.1%
HD vs IAU
+875.8%
+376.3%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.8% | +0.9% |
| 7D | -2.1% | -0.5% | -1.5% | -2.1% |
| 30D | -8.4% | +4.4% | -12.9% | -8.4% |
| 3M | +4.3% | -1.1% | +5.4% | +4.3% |
| 6M | -11.1% | -13.7% | +2.6% | -11.4% |
| YTD | -4.7% | +2.7% | -7.4% | -4.5% |
| 1Y | -19.8% | +24.6% | -44.4% | -19.2% |
| 3Y | +4.1% | +126.8% | -122.7% | +6.6% |
| 5Y | +10.3% | +139.5% | -129.2% | +13.1% |
| 10Y | +203.2% | +226.3% | -23.1% | +219.9% |
| All | +1,252.1% | +875.8% | +376.3% | +1,554.7% |
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