+38.5%
SLB vs IAU
-1.6%
+40.1%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.6% | +1.7% | -0.3% |
| 7D | -4.3% | +2.8% | -7.1% | -4.9% |
| 30D | +1.9% | -4.0% | +5.9% | +3.0% |
| 3M | -5.7% | -8.2% | +2.5% | -3.8% |
| 6M | -5.3% | -14.8% | +9.4% | -1.6% |
| YTD | +32.2% | -6.7% | +38.8% | +31.0% |
| 1Y | +38.5% | -2.2% | +40.7% | +40.4% |
| All | +38.5% | -1.6% | +40.1% | +40.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling