-12.9%
SNPS vs IAU
+99.0%
-112.0%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.7% | -1.6% |
| 7D | +1.1% | -4.6% | +5.6% | +2.0% |
| 30D | -5.2% | -5.4% | +0.3% | -4.1% |
| 3M | +10.6% | -10.9% | +21.4% | +13.1% |
| 6M | -10.6% | -17.4% | +6.7% | -7.5% |
| YTD | -3.1% | -10.2% | +7.1% | -1.3% |
| 1Y | +15.6% | -7.1% | +22.6% | +16.7% |
| 3Y | -12.9% | +97.7% | -110.7% | -27.8% |
| All | -12.9% | +99.0% | -112.0% | -27.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling