+4,113.7%
STRL vs IAU
+793.8%
+3,319.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.8% | +4.3% | +3.6% |
| 7D | -26.9% | +4.7% | -31.7% | -27.6% |
| 30D | -52.7% | -0.9% | -51.8% | -52.6% |
| 3M | -52.8% | -4.4% | -48.5% | -52.5% |
| 6M | -71.5% | -13.5% | -58.0% | -70.9% |
| YTD | -17.4% | -5.9% | -11.5% | -16.1% |
| 1Y | -35.0% | +1.9% | -36.8% | -34.2% |
| 3Y | +239.2% | +104.1% | +135.2% | +229.1% |
| 5Y | +830.2% | +121.0% | +709.2% | +795.7% |
| 10Y | +3,574.7% | +204.1% | +3,370.6% | +3,390.2% |
| All | +4,113.7% | +793.8% | +3,319.9% | +3,033.0% |
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 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