+1,579.2%
HWM vs IAU
+209.6%
+1,369.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.8% | +3.2% | +4.8% |
| 7D | +1.6% | +4.9% | -3.3% | +0.9% |
| 30D | -3.9% | -1.4% | -2.6% | -3.8% |
| 3M | -23.2% | -4.8% | -18.5% | -22.8% |
| 6M | -20.0% | -12.5% | -7.5% | -18.8% |
| YTD | +5.7% | -4.2% | +9.9% | +6.4% |
| 1Y | +4.9% | +3.1% | +1.7% | +5.0% |
| 3Y | +347.0% | +110.0% | +237.0% | +318.8% |
| 5Y | +563.0% | +123.1% | +440.0% | +511.3% |
| 10Y | +1,579.2% | +216.7% | +1,362.5% | +1,449.5% |
| All | +1,579.2% | +209.6% | +1,369.5% | +1,449.5% |
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 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