+3.1%
HON vs IAU
+141.6%
-138.5%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.5% | -1.7% |
| 7D | -0.6% | +0.2% | -0.7% | -0.6% |
| 30D | -15.4% | +0.2% | -15.6% | -15.5% |
| 3M | -9.1% | +3.3% | -12.4% | -9.8% |
| 6M | -17.1% | -14.6% | -2.5% | -15.5% |
| YTD | +1.5% | +1.9% | -0.4% | +0.9% |
| 1Y | -1.3% | +20.9% | -22.2% | -4.4% |
| 3Y | +19.5% | +127.5% | -107.9% | +2.7% |
| 5Y | +3.1% | +141.9% | -138.9% | -16.0% |
| All | +3.1% | +141.6% | -138.5% | -16.0% |
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