+264.0%
SPOT vs IAU
+225.5%
+38.5%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.8% | -2.3% | -3.0% |
| 7D | -0.9% | -0.5% | -0.4% | -0.9% |
| 30D | +12.5% | +4.4% | +8.1% | +11.6% |
| 3M | +9.9% | -1.1% | +11.0% | +9.9% |
| 6M | +1.6% | -13.7% | +15.3% | +3.9% |
| YTD | -6.6% | +2.7% | -9.3% | -7.8% |
| 1Y | -22.9% | +24.6% | -47.6% | -27.2% |
| 3Y | +244.3% | +126.8% | +117.4% | +181.7% |
| 5Y | +117.8% | +139.5% | -21.7% | +73.5% |
| All | +264.0% | +225.5% | +38.5% | +204.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling