+144.3%
IAU vs SUI
-32.0%
+176.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.8% |
| 7D | -0.5% | -2.8% | +2.3% | -0.3% |
| 30D | +4.4% | -1.2% | +5.6% | +4.5% |
| 3M | -1.1% | -1.7% | +0.7% | -1.0% |
| 6M | -13.7% | -10.5% | -3.2% | -13.0% |
| YTD | +2.7% | -1.8% | +4.6% | +2.8% |
| 1Y | +24.6% | -4.1% | +28.7% | +24.9% |
| 3Y | +126.8% | +11.3% | +115.6% | +122.8% |
| All | +144.3% | -32.0% | +176.3% | +143.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling