-63.2%
SPCH vs IAU
-6.7%
-56.4%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +3.7% | -11.2% | -10.4% |
| 7D | -13.4% | -0.3% | -13.1% | -12.8% |
| 30D | -39.6% | -1.9% | -37.8% | -38.1% |
| 3M | -1.4% | -0.4% | -1.0% | +6.5% |
| All | -63.2% | -6.7% | -56.4% | -57.2% |
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 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 · Available span rolling