+753.6%
IAU vs HSY
+417.9%
+335.7%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.4% | +0.1% |
| 7D | -4.6% | -2.1% | -2.4% | -4.5% |
| 30D | -5.4% | +6.1% | -11.5% | -5.6% |
| 3M | -10.9% | -5.6% | -5.3% | -10.8% |
| 6M | -17.4% | -9.5% | -7.8% | -17.2% |
| YTD | -10.2% | -2.1% | -8.1% | -10.2% |
| 1Y | -7.1% | +0.8% | -7.8% | -7.1% |
| 3Y | +97.7% | -2.1% | +99.9% | +97.4% |
| 5Y | +105.3% | +11.2% | +94.1% | +104.2% |
| 10Y | +208.0% | +128.3% | +79.8% | +206.0% |
| All | +753.6% | +417.9% | +335.7% | +772.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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