+420.1%
HUT vs IAU
+227.5%
+192.6%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.8% | +7.0% | +6.9% |
| 7D | +17.8% | -0.5% | +18.3% | +18.3% |
| 30D | +0.8% | +4.4% | -3.6% | -2.4% |
| 3M | -26.8% | -1.1% | -25.7% | -25.9% |
| 6M | +72.6% | -13.7% | +86.3% | +93.8% |
| YTD | +103.6% | +2.7% | +100.9% | +106.0% |
| 1Y | +265.3% | +24.6% | +240.6% | +230.0% |
| 3Y | +689.4% | +126.8% | +562.6% | +345.2% |
| 5Y | +75.3% | +139.5% | -64.1% | -6.2% |
| All | +420.1% | +227.5% | +192.6% | +102.9% |
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