+263.0%
AAAU vs SPY
+203.1%
+59.9%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.6% |
| 7D | -3.4% | -2.0% | -1.4% | -3.1% |
| 30D | -1.1% | -1.7% | +0.5% | -0.9% |
| 3M | +5.9% | +4.7% | +1.2% | +5.4% |
| 6M | -16.9% | +12.5% | -29.4% | -17.8% |
| YTD | +0.2% | +11.7% | -11.6% | -0.9% |
| 1Y | +18.6% | +17.5% | +1.1% | +16.9% |
| 3Y | +124.1% | +76.6% | +47.5% | +113.8% |
| 5Y | +139.6% | +82.0% | +57.5% | +126.9% |
| All | +263.0% | +203.1% | +59.9% | +226.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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