+18.7%
HPQ vs IAU
+24.6%
-5.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.8% | +3.1% | +2.2% |
| 7D | +6.9% | -0.5% | +7.5% | +6.9% |
| 30D | +14.4% | +4.4% | +10.0% | +14.4% |
| 3M | +25.6% | -1.1% | +26.7% | +25.6% |
| 6M | +75.0% | -13.7% | +88.8% | +74.8% |
| YTD | +50.7% | +2.7% | +48.0% | +46.9% |
| 1Y | +18.7% | +24.6% | -6.0% | -0.8% |
| All | +18.7% | +24.6% | -5.9% | -0.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling