+1,516.2%
HWM vs IAU
+208.6%
+1,307.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.6% | +3.9% | +1.7% |
| 7D | -1.8% | +2.8% | -4.6% | -2.2% |
| 30D | -2.7% | -4.0% | +1.3% | -2.1% |
| 3M | -22.7% | -8.2% | -14.5% | -21.9% |
| 6M | -18.9% | -14.8% | -4.2% | -17.4% |
| YTD | +7.1% | -6.7% | +13.8% | +8.2% |
| 1Y | +4.7% | -2.2% | +6.9% | +5.4% |
| 3Y | +345.6% | +106.7% | +238.9% | +316.8% |
| 5Y | +588.3% | +114.8% | +473.5% | +534.3% |
| 10Y | +1,516.2% | +213.0% | +1,303.2% | +1,386.0% |
| All | +1,516.2% | +208.6% | +1,307.5% | +1,386.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling