+1,388.5%
HWM vs IAU
+207.7%
+1,180.7%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.8% | +3.3% | +2.6% |
| 7D | +3.4% | +4.7% | -1.4% | +2.7% |
| 30D | -7.5% | -0.9% | -6.7% | -7.4% |
| 3M | -28.9% | -4.4% | -24.5% | -28.5% |
| 6M | -19.6% | -13.5% | -6.1% | -18.3% |
| YTD | +0.6% | -5.9% | +6.5% | +1.5% |
| 1Y | +0.3% | +1.9% | -1.6% | +0.7% |
| 3Y | +326.1% | +104.1% | +222.1% | +301.0% |
| 5Y | +525.2% | +121.0% | +404.2% | +478.3% |
| 10Y | +1,492.9% | +204.1% | +1,288.8% | +1,300.5% |
| All | +1,388.5% | +207.7% | +1,180.7% | +1,223.8% |
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