+222.8%
IAU vs AMC
-99.0%
+321.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.9% | +4.8% | +0.9% |
| 7D | +0.2% | -6.8% | +7.0% | +0.1% |
| 30D | +0.2% | +1.7% | -1.4% | +0.2% |
| 3M | +3.3% | +26.8% | -23.5% | +3.4% |
| 6M | -14.6% | +117.7% | -132.3% | -14.2% |
| YTD | +1.9% | +57.7% | -55.8% | +2.2% |
| 1Y | +20.9% | -12.5% | +33.3% | +21.0% |
| 3Y | +127.5% | -65.7% | +193.2% | +127.5% |
| 5Y | +141.9% | -99.5% | +241.4% | +138.9% |
| 10Y | +222.8% | -99.0% | +321.7% | +221.6% |
| All | +222.8% | -99.0% | +321.7% | +221.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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