+94.1%
HUT vs IAU
+139.7%
-45.6%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.7% | +8.1% | +7.8% |
| 7D | +28.3% | +0.7% | +27.5% | +27.4% |
| 30D | +12.3% | +0.3% | +12.0% | +12.1% |
| 3M | -16.8% | +0.7% | -17.5% | -17.3% |
| 6M | +111.4% | -15.5% | +126.9% | +142.0% |
| YTD | +116.6% | +1.0% | +115.6% | +123.9% |
| 1Y | +290.5% | +19.6% | +270.9% | +270.4% |
| 3Y | +792.3% | +125.4% | +666.8% | +394.5% |
| 5Y | +94.1% | +140.7% | -46.6% | -6.3% |
| All | +94.1% | +139.7% | -45.6% | -6.3% |
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