+684.5%
SNPS vs IAU
+208.6%
+475.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.6% | +1.1% | -0.9% |
| 7D | -0.6% | +2.8% | -3.4% | -1.2% |
| 30D | -9.8% | -4.0% | -5.8% | -9.0% |
| 3M | +11.7% | -8.2% | +19.9% | +13.8% |
| 6M | -10.9% | -14.8% | +3.8% | -8.1% |
| YTD | -2.1% | -6.7% | +4.6% | -1.2% |
| 1Y | +14.8% | -2.2% | +17.0% | +14.5% |
| 3Y | -11.3% | +106.7% | -118.1% | -26.7% |
| 5Y | +36.2% | +114.8% | -78.6% | +9.7% |
| 10Y | +684.5% | +213.0% | +471.5% | +533.3% |
| All | +684.5% | +208.6% | +475.9% | +533.3% |
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