+7,178.3%
STRL vs IAU
+216.4%
+6,961.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.7% | +5.0% | +3.7% |
| 7D | +10.1% | +0.7% | +9.4% | +9.8% |
| 30D | -8.2% | +0.3% | -8.5% | -8.3% |
| 3M | -43.7% | +0.7% | -44.4% | -43.8% |
| 6M | +27.1% | -15.5% | +42.6% | +30.7% |
| YTD | +64.0% | +1.0% | +63.0% | +66.7% |
| 1Y | +75.2% | +19.6% | +55.6% | +77.2% |
| 3Y | +539.9% | +125.4% | +414.5% | +536.9% |
| 5Y | +2,133.0% | +140.7% | +1,992.2% | +2,097.9% |
| 10Y | +7,178.3% | +218.1% | +6,960.1% | +8,364.5% |
| All | +7,178.3% | +216.4% | +6,961.9% | +8,364.5% |
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