+29.9%
IAU vs AMRZ
-19.2%
+49.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.3% | +3.2% | +1.3% |
| 7D | +0.2% | -4.7% | +4.8% | +1.0% |
| 30D | +0.2% | -11.3% | +11.5% | +2.2% |
| 3M | +3.3% | -22.1% | +25.3% | +7.5% |
| 6M | -14.6% | -29.6% | +15.0% | -9.8% |
| YTD | +1.9% | -23.3% | +25.2% | +6.2% |
| 1Y | +20.9% | -23.7% | +44.6% | +25.6% |
| All | +29.9% | -19.2% | +49.1% | +34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 3y: compounded portfolio wealth divided by compounded AMRZ 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…
3y analysis · Full analysis span regression · 6 months rolling