+2.9%
IAU vs AZO
-7.5%
+10.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.9% | -0.3% | +3.2% |
| 7D | -0.3% | +5.3% | -5.6% | -0.8% |
| 30D | -1.9% | +18.4% | -20.3% | -3.6% |
| 3M | -0.4% | +9.8% | -10.2% | -1.5% |
| 6M | -10.1% | -4.5% | -5.6% | -8.6% |
| YTD | -5.9% | -1.9% | -4.0% | -2.6% |
| 1Y | +2.9% | -9.5% | +12.4% | +6.6% |
| All | +2.9% | -7.5% | +10.4% | +6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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