+138.7%
IAU vs SPXU
-85.5%
+224.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.8% | -3.6% | -1.6% |
| 7D | -3.4% | +6.4% | -9.7% | -3.0% |
| 30D | -1.1% | +5.9% | -7.1% | -0.8% |
| 3M | +5.8% | -11.7% | +17.5% | +5.3% |
| 6M | -16.9% | -28.7% | +11.7% | -18.0% |
| YTD | +0.1% | -26.4% | +26.5% | -0.9% |
| 1Y | +18.4% | -35.2% | +53.6% | +16.7% |
| 3Y | +123.6% | -79.8% | +203.4% | +113.9% |
| 5Y | +138.7% | -86.1% | +224.8% | +125.8% |
| All | +138.7% | -85.5% | +224.3% | +125.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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