+250.1%
SPOT vs IAU
+217.2%
+32.9%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.7% | +1.5% | 0.0% |
| 7D | -6.9% | -3.4% | -3.5% | -6.3% |
| 30D | +4.1% | -1.1% | +5.2% | +4.2% |
| 3M | +3.7% | +5.8% | -2.1% | +2.6% |
| 6M | -1.6% | -16.9% | +15.3% | +1.3% |
| YTD | -10.2% | +0.1% | -10.3% | -10.9% |
| 1Y | -25.9% | +18.4% | -44.3% | -29.3% |
| 3Y | +235.6% | +123.6% | +112.0% | +175.0% |
| 5Y | +110.6% | +138.7% | -28.2% | +68.1% |
| All | +250.1% | +217.2% | +32.9% | +193.7% |
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