+19.0%
EOG vs IAU
-17.4%
+36.4%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.8% |
| 7D | +7.6% | -4.6% | +12.2% | +5.5% |
| 30D | +3.4% | -5.4% | +8.8% | +1.6% |
| 3M | +12.7% | -10.9% | +23.6% | +8.9% |
| 6M | +19.0% | -17.4% | +36.4% | +13.1% |
| All | +19.0% | -17.4% | +36.4% | +13.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling