+588.0%
STX vs IAU
+103.2%
+484.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -0.8% |
| 7D | -28.5% | +4.7% | -33.2% | -30.3% |
| 30D | -42.9% | -0.9% | -42.0% | -42.7% |
| 3M | -45.9% | -4.4% | -41.5% | -45.1% |
| 6M | -41.3% | -13.5% | -27.8% | -37.6% |
| YTD | +67.9% | -5.9% | +73.8% | +76.7% |
| 1Y | +66.5% | +1.9% | +64.6% | +71.2% |
| 3Y | +588.0% | +104.1% | +483.9% | +445.9% |
| All | +588.0% | +103.2% | +484.7% | +445.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling