+97.7%
IAU vs HDB
-7.5%
+105.2%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.3% | +0.1% |
| 7D | -4.6% | +2.7% | -7.3% | -4.9% |
| 30D | -5.4% | +14.1% | -19.6% | -7.0% |
| 3M | -10.9% | +11.8% | -22.7% | -12.2% |
| 6M | -17.4% | +8.2% | -25.5% | -18.4% |
| YTD | -10.2% | -29.3% | +19.1% | -8.5% |
| 1Y | -7.1% | -28.8% | +21.7% | -5.4% |
| 3Y | +97.7% | -7.5% | +105.2% | +102.4% |
| All | +97.7% | -7.5% | +105.2% | +102.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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