+105.6%
IAU vs AMC
-99.2%
+204.8%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.7% | +2.8% | +0.1% |
| 7D | -4.6% | +3.5% | -8.1% | -4.6% |
| 30D | -5.4% | +12.5% | -17.9% | -5.4% |
| 3M | -10.9% | +23.6% | -34.5% | -10.9% |
| 6M | -17.4% | +144.4% | -161.7% | -17.2% |
| YTD | -10.2% | +108.3% | -118.5% | -10.0% |
| 1Y | -7.1% | +38.9% | -45.9% | -7.0% |
| 3Y | +97.7% | -58.9% | +156.6% | +98.0% |
| All | +105.6% | -99.2% | +204.8% | +101.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling