+105.0%
IAU vs HTZ
-94.3%
+199.3%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -6.1% | +3.3% | -2.6% |
| 7D | -5.5% | -14.0% | +8.5% | -5.1% |
| 30D | -7.0% | -19.8% | +12.8% | -6.6% |
| 3M | -12.3% | -45.0% | +32.7% | -11.1% |
| 6M | -17.9% | -73.2% | +55.3% | -16.0% |
| YTD | -10.3% | -70.0% | +59.7% | -8.5% |
| 1Y | -7.9% | -75.7% | +67.8% | -5.8% |
| 3Y | +98.7% | -82.1% | +180.7% | +100.7% |
| 5Y | +105.0% | -94.3% | +199.3% | +107.8% |
| All | +105.0% | -94.3% | +199.3% | +107.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling