+231.7%
SPOT vs IAU
+126.4%
+105.4%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -1.1% |
| 7D | -6.5% | +0.2% | -6.7% | -6.5% |
| 30D | +2.2% | +0.2% | +2.0% | +2.1% |
| 3M | +5.4% | +3.3% | +2.1% | +5.0% |
| 6M | -4.0% | -14.6% | +10.5% | -2.8% |
| YTD | -9.9% | +1.9% | -11.8% | -10.2% |
| 1Y | -27.3% | +20.9% | -48.2% | -29.5% |
| All | +231.7% | +126.4% | +105.4% | +222.9% |
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