-9.3%
SSPC vs IAU
-5.0%
-4.3%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.9% | +1.8% | -13.7% | -10.6% |
| 7D | -13.9% | +4.9% | -18.8% | -11.1% |
| 30D | +14.3% | -1.4% | +15.7% | +13.4% |
| 3M | -35.2% | -4.8% | -30.4% | -36.3% |
| All | -9.3% | -5.0% | -4.3% | -18.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · Available span rolling