+912.9%
HON vs IAU
+875.8%
+37.1%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.8% | +1.0% |
| 7D | -3.6% | -0.5% | -3.1% | -3.6% |
| 30D | -15.3% | +4.4% | -19.7% | -15.5% |
| 3M | -7.9% | -1.1% | -6.8% | -7.9% |
| 6M | -18.1% | -13.7% | -4.3% | -17.5% |
| YTD | +3.8% | +2.7% | +1.1% | +3.6% |
| 1Y | +0.5% | +24.6% | -24.1% | -0.7% |
| 3Y | +19.8% | +126.8% | -107.1% | +15.0% |
| 5Y | +2.9% | +139.5% | -136.6% | -1.6% |
| 10Y | +134.6% | +226.3% | -91.6% | +122.4% |
| All | +912.9% | +875.8% | +37.1% | +783.5% |
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 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