+115.6%
EOG vs IAU
+105.6%
+10.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.7% |
| 7D | +7.6% | -4.6% | +12.2% | +8.1% |
| 30D | +3.4% | -5.4% | +8.8% | +4.0% |
| 3M | +12.7% | -10.9% | +23.6% | +14.2% |
| 6M | +19.0% | -17.4% | +36.4% | +22.6% |
| YTD | +55.6% | -10.2% | +65.8% | +53.9% |
| 1Y | +49.5% | -7.1% | +56.6% | +46.0% |
| 3Y | +43.2% | +97.7% | -54.6% | -6.9% |
| All | +115.6% | +105.6% | +10.0% | +31.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling