+2.9%
IAU vs SMTC
+70.8%
-67.9%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -12.9% | +16.6% | +4.6% |
| 7D | -0.3% | -24.5% | +24.2% | +1.8% |
| 30D | -1.9% | -42.5% | +40.6% | +2.1% |
| 3M | -0.4% | -14.1% | +13.7% | -0.1% |
| 6M | -10.1% | +3.6% | -13.7% | -12.4% |
| YTD | -5.9% | +50.6% | -56.5% | -11.1% |
| 1Y | +2.9% | +72.2% | -69.3% | -5.0% |
| All | +2.9% | +70.8% | -67.9% | -5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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