-16.6%
SLB vs IAU
+209.6%
-226.2%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.9% | +0.5% |
| 7D | -3.7% | +4.9% | -8.6% | -4.7% |
| 30D | +2.9% | -1.4% | +4.3% | +3.2% |
| 3M | +0.2% | -4.8% | +5.0% | +1.1% |
| 6M | -4.4% | -12.5% | +8.0% | -2.0% |
| YTD | +33.4% | -4.2% | +37.6% | +34.0% |
| 1Y | +40.8% | +3.1% | +37.7% | +39.3% |
| 3Y | +3.2% | +110.0% | -106.8% | -12.2% |
| 5Y | +64.8% | +123.1% | -58.3% | +38.3% |
| 10Y | -16.6% | +216.7% | -233.3% | -29.2% |
| All | -16.6% | +209.6% | -226.2% | -29.2% |
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