+1,773.8%
HWM vs IAU
+236.0%
+1,537.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.4% | -0.4% |
| 7D | -2.1% | -0.5% | -1.6% | -2.1% |
| 30D | -11.0% | +4.4% | -15.4% | -11.6% |
| 3M | +4.0% | -1.1% | +5.1% | +3.9% |
| 6M | -0.2% | -13.7% | +13.5% | +1.0% |
| YTD | +26.7% | +2.7% | +23.9% | +26.3% |
| 1Y | +44.7% | +24.6% | +20.1% | +42.3% |
| 3Y | +426.1% | +126.8% | +299.2% | +388.5% |
| 5Y | +738.5% | +139.5% | +599.0% | +666.9% |
| All | +1,773.8% | +236.0% | +1,537.8% | +1,547.4% |
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 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