+794.6%
IAU vs HAS
+1,097.6%
-303.0%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.8% |
| 7D | +4.7% | -0.2% | +4.9% | +4.7% |
| 30D | -0.9% | +31.0% | -31.9% | -1.1% |
| 3M | -4.4% | +30.7% | -35.0% | -4.6% |
| 6M | -13.5% | +23.9% | -37.4% | -13.7% |
| YTD | -5.9% | +48.3% | -54.2% | -6.2% |
| 1Y | +1.9% | +60.2% | -58.3% | +1.5% |
| 3Y | +104.1% | +189.2% | -85.2% | +102.5% |
| 5Y | +121.0% | +50.4% | +70.6% | +119.6% |
| 10Y | +204.1% | +104.2% | +99.9% | +199.4% |
| All | +794.6% | +1,097.6% | -303.0% | +799.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 all: compounded portfolio wealth divided by compounded HAS 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…
all analysis · Full analysis span regression · 6 months rolling