+381.8%
STX vs IAU
+20.0%
+361.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -1.7% | +8.2% | +7.5% |
| 7D | +10.7% | +0.7% | +10.0% | +10.0% |
| 30D | +11.3% | +0.3% | +10.9% | +10.4% |
| 3M | +3.2% | +0.7% | +2.5% | +1.9% |
| 6M | +157.0% | -15.5% | +172.5% | +181.8% |
| YTD | +229.2% | +1.0% | +228.2% | +238.2% |
| 1Y | +381.8% | +19.6% | +362.3% | +338.1% |
| All | +381.8% | +20.0% | +361.9% | +338.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling