+978.4%
HON vs IAU
+752.8%
+225.6%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.3% | -0.1% |
| 7D | +1.4% | -4.6% | +6.0% | +1.7% |
| 30D | +7.5% | -5.4% | +12.9% | +7.9% |
| 3M | -4.3% | -10.9% | +6.5% | -3.7% |
| 6M | -1.5% | -17.4% | +15.8% | -0.4% |
| YTD | +10.5% | -10.2% | +20.8% | +11.3% |
| 1Y | +8.5% | -7.1% | +15.6% | +9.1% |
| 3Y | +28.0% | +97.7% | -69.7% | +24.0% |
| 5Y | +12.0% | +105.3% | -93.3% | +8.1% |
| 10Y | +155.4% | +208.0% | -52.7% | +143.5% |
| All | +978.4% | +752.8% | +225.6% | +848.9% |
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