+257.9%
SPOT vs IAU
+99.0%
+158.9%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.1% | +2.2% | +2.4% |
| 7D | +1.6% | -4.6% | +6.2% | +1.9% |
| 30D | +16.9% | -5.4% | +22.4% | +17.3% |
| 3M | +23.0% | -10.9% | +33.8% | +23.9% |
| 6M | +42.2% | -17.4% | +59.5% | +44.4% |
| YTD | +5.5% | -10.2% | +15.7% | +5.8% |
| 1Y | -5.1% | -7.1% | +2.0% | -5.4% |
| 3Y | +257.9% | +97.7% | +160.2% | +220.4% |
| All | +257.9% | +99.0% | +158.9% | +220.4% |
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