+8,008.2%
STRL vs IAU
+875.8%
+7,132.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -0.8% | +6.6% | +5.9% |
| 7D | +3.4% | -0.5% | +3.9% | +3.5% |
| 30D | -9.2% | +4.4% | -13.7% | -9.8% |
| 3M | -51.0% | -1.1% | -50.0% | -51.0% |
| 6M | +15.8% | -13.7% | +29.5% | +17.6% |
| YTD | +58.9% | +2.7% | +56.1% | +59.5% |
| 1Y | +68.5% | +24.6% | +43.9% | +67.3% |
| 3Y | +485.2% | +126.8% | +358.4% | +460.1% |
| 5Y | +2,005.1% | +139.5% | +1,865.6% | +1,902.1% |
| 10Y | +7,118.0% | +226.3% | +6,891.7% | +6,676.4% |
| All | +8,008.2% | +875.8% | +7,132.4% | +5,852.6% |
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