+2,989.4%
SHOP vs IAU
+221.5%
+2,767.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.9% | -6.4% | -5.7% |
| 7D | -10.6% | +0.2% | -10.8% | -10.6% |
| 30D | -18.3% | +0.2% | -18.5% | -18.3% |
| 3M | +14.8% | +3.3% | +11.6% | +13.7% |
| 6M | -5.0% | -14.6% | +9.5% | -0.9% |
| YTD | -21.2% | +1.9% | -23.1% | -22.1% |
| 1Y | -11.6% | +20.9% | -32.5% | -17.0% |
| 3Y | +101.2% | +127.5% | -26.3% | +46.7% |
| 5Y | -15.7% | +141.9% | -157.6% | -41.8% |
| 10Y | +2,989.4% | +222.8% | +2,766.7% | +1,873.2% |
| All | +2,989.4% | +221.5% | +2,767.9% | +1,873.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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