-13.1%
SLB vs IAU
+210.9%
-224.0%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.1% | +1.4% | +1.5% |
| 7D | +3.5% | -4.6% | +8.1% | +4.5% |
| 30D | +6.5% | -5.4% | +12.0% | +7.7% |
| 3M | -0.2% | -10.9% | +10.6% | +2.0% |
| 6M | -5.7% | -17.4% | +11.6% | -2.2% |
| YTD | +36.8% | -10.2% | +47.1% | +39.2% |
| 1Y | +45.8% | -7.1% | +52.8% | +47.3% |
| 3Y | +3.4% | +97.7% | -94.4% | -10.9% |
| 5Y | +76.1% | +105.3% | -29.2% | +49.9% |
| All | -13.1% | +210.9% | -224.0% | -26.3% |
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