+178.1%
EOG vs IAU
+138.0%
+40.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.0% | +0.6% |
| 7D | +1.0% | -3.4% | +4.4% | +1.5% |
| 30D | +2.8% | -1.1% | +3.9% | +2.9% |
| 3M | +5.9% | +5.8% | +0.1% | +4.6% |
| 6M | +17.1% | -16.9% | +34.0% | +22.2% |
| YTD | +43.9% | +0.1% | +43.8% | +40.6% |
| 1Y | +26.9% | +18.4% | +8.5% | +15.9% |
| 3Y | +23.6% | +123.6% | -100.0% | -20.4% |
| 5Y | +178.1% | +138.7% | +39.4% | +73.5% |
| All | +178.1% | +138.0% | +40.1% | +73.5% |
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