+708.9%
GOLD vs SPY
+312.5%
+396.4%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.5% | +4.4% | +4.2% |
| 7D | +12.6% | -0.4% | +12.9% | +12.7% |
| 30D | +13.5% | -1.4% | +14.9% | +14.4% |
| 3M | +17.8% | +3.7% | +14.1% | +15.3% |
| 6M | -1.0% | +13.0% | -14.0% | -7.5% |
| YTD | +46.1% | +12.4% | +33.7% | +37.4% |
| 1Y | +105.1% | +18.5% | +86.5% | +87.7% |
| 3Y | +51.4% | +77.6% | -26.2% | +12.7% |
| 5Y | +131.0% | +81.7% | +49.3% | +68.9% |
| 10Y | +708.9% | +319.7% | +389.2% | +362.1% |
| All | +708.9% | +312.5% | +396.4% | +362.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling