+216.7%
IAU vs SUI
+118.5%
+98.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | +4.9% | +3.0% | +1.9% | +4.7% |
| 30D | -1.4% | +5.6% | -6.9% | -1.8% |
| 3M | -4.8% | +0.9% | -5.7% | -4.9% |
| 6M | -12.5% | -2.6% | -9.9% | -12.4% |
| YTD | -4.2% | -0.1% | -4.1% | -4.3% |
| 1Y | +3.1% | -1.4% | +4.5% | +3.1% |
| 3Y | +110.0% | +19.8% | +90.2% | +105.8% |
| 5Y | +123.1% | -25.8% | +148.8% | +124.8% |
| 10Y | +216.7% | +118.1% | +98.6% | +192.8% |
| All | +216.7% | +118.5% | +98.2% | +192.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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