+8,524.1%
SHOP vs IAU
+223.7%
+8,300.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.6% | -1.0% | -3.0% |
| 7D | +2.8% | +2.8% | 0.0% | +2.2% |
| 30D | -14.2% | -4.0% | -10.2% | -13.4% |
| 3M | -5.5% | -8.2% | +2.7% | -3.8% |
| 6M | +32.8% | -14.8% | +47.6% | +36.8% |
| YTD | -8.9% | -6.7% | -2.2% | -7.5% |
| 1Y | -7.7% | -2.2% | -5.5% | -7.0% |
| 3Y | +139.0% | +106.7% | +32.3% | +108.9% |
| 5Y | -0.5% | +114.8% | -115.3% | -15.3% |
| 10Y | +3,557.0% | +213.0% | +3,344.0% | +3,241.9% |
| All | +8,524.1% | +223.7% | +8,300.4% | +6,462.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling