+20.9%
IAU vs AMDL
+540.4%
-519.6%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.0% | -5.1% | +0.6% |
| 7D | +0.2% | +29.0% | -28.8% | -1.3% |
| 30D | +0.2% | +19.1% | -18.9% | -0.9% |
| 3M | +3.3% | +1.8% | +1.5% | +1.5% |
| 6M | -14.6% | +374.4% | -389.0% | -23.8% |
| YTD | +1.9% | +278.9% | -277.0% | -8.6% |
| 1Y | +20.9% | +510.6% | -489.7% | +6.0% |
| All | +20.9% | +540.4% | -519.6% | +6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMDL.
Daily Out/Under-Performance
Portfolio return minus AMDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMDL 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 1y: compounded portfolio wealth divided by compounded AMDL 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…
1y analysis · Full analysis span regression · 6 months rolling