+432.9%
SNXX vs IAU
-12.5%
+445.4%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.8% | +24.2% | +24.5% |
| 7D | +34.9% | -0.5% | +35.4% | +35.5% |
| 30D | +52.5% | +4.4% | +48.1% | +41.3% |
| 3M | -41.3% | -1.1% | -40.3% | -41.2% |
| 6M | +293.8% | -13.7% | +307.5% | +320.9% |
| All | +432.9% | -12.5% | +445.4% | +477.6% |
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