+29.3%
HWM vs IAU
+20.0%
+9.3%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -1.7% | -9.0% | -10.3% |
| 7D | -9.2% | +0.7% | -9.9% | -9.2% |
| 30D | -17.9% | +0.3% | -18.2% | -18.0% |
| 3M | -6.0% | +0.7% | -6.7% | -6.6% |
| 6M | -7.4% | -15.5% | +8.1% | -4.9% |
| YTD | +13.1% | +1.0% | +12.1% | +13.6% |
| 1Y | +29.3% | +19.6% | +9.7% | +19.3% |
| All | +29.3% | +20.0% | +9.3% | +19.3% |
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 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