+342.1%
HWM vs IAU
+99.0%
+243.1%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.2% | -1.0% |
| 7D | +7.3% | -4.6% | +11.9% | +8.2% |
| 30D | +1.6% | -5.4% | +7.0% | +2.6% |
| 3M | -21.9% | -10.9% | -11.0% | -20.3% |
| 6M | -19.0% | -17.4% | -1.7% | -16.7% |
| YTD | +7.9% | -10.2% | +18.2% | +10.9% |
| 1Y | +9.9% | -7.1% | +17.0% | +12.9% |
| 3Y | +342.1% | +97.7% | +244.4% | +325.4% |
| All | +342.1% | +99.0% | +243.1% | +325.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling