+141.9%
IAU vs SMTC
+116.8%
+25.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.9% |
| 7D | +0.2% | +22.5% | -22.3% | -0.5% |
| 30D | +0.2% | +24.9% | -24.7% | -0.6% |
| 3M | +3.3% | +4.1% | -0.8% | +2.8% |
| 6M | -14.6% | +92.6% | -107.1% | -16.5% |
| YTD | +1.9% | +122.5% | -120.6% | -0.7% |
| 1Y | +20.9% | +166.2% | -145.3% | +17.4% |
| 3Y | +127.5% | +577.2% | -449.7% | +114.6% |
| 5Y | +141.9% | +119.0% | +23.0% | +126.1% |
| All | +141.9% | +116.8% | +25.1% | +126.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling