-3.1%
SLB vs IAU
+220.5%
-223.6%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.3% |
| 7D | +0.8% | -0.5% | +1.3% | +0.9% |
| 30D | +15.8% | +4.4% | +11.4% | +14.7% |
| 3M | -0.3% | -1.1% | +0.7% | -0.3% |
| 6M | +21.3% | -13.7% | +35.1% | +24.7% |
| YTD | +52.3% | +2.7% | +49.6% | +50.9% |
| 1Y | +63.6% | +24.6% | +39.0% | +56.0% |
| 3Y | +3.8% | +126.8% | -123.1% | -12.8% |
| 5Y | +128.6% | +139.5% | -10.8% | +90.0% |
| All | -3.1% | +220.5% | -223.6% | -19.2% |
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