+876.7%
IAU vs HAS
+831.9%
+44.8%
-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 | -0.5% | -1.8% | +1.3% | -0.5% |
| 30D | +4.4% | +2.3% | +2.2% | +4.4% |
| 3M | -1.1% | +10.4% | -11.4% | -1.2% |
| 6M | -13.7% | -3.2% | -10.5% | -13.7% |
| YTD | +2.7% | +15.4% | -12.7% | +2.6% |
| 1Y | +24.6% | +18.8% | +5.8% | +24.4% |
| 3Y | +126.8% | +43.9% | +82.9% | +125.9% |
| 5Y | +139.5% | +13.9% | +125.6% | +138.5% |
| 10Y | +226.3% | +56.4% | +169.8% | +222.0% |
| All | +876.7% | +831.9% | +44.8% | +884.3% |
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