-2.2%
IAU vs HTZ
-77.9%
+75.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -8.0% | +5.4% | -2.0% |
| 7D | +2.8% | -27.5% | +30.3% | +4.9% |
| 30D | -4.0% | -21.9% | +17.9% | -2.7% |
| 3M | -8.2% | -29.2% | +21.0% | -6.7% |
| 6M | -14.8% | -75.2% | +60.4% | -6.2% |
| YTD | -6.7% | -70.8% | +64.1% | +0.7% |
| 1Y | -2.2% | -76.1% | +73.9% | +7.0% |
| All | -2.2% | -77.9% | +75.6% | +7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 HTZ 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