+359.2%
EQT vs IAU
+867.6%
-508.4%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.1% |
| 7D | -2.0% | +0.2% | -2.2% | -2.0% |
| 30D | +1.0% | +0.2% | +0.8% | +0.9% |
| 3M | +4.0% | +3.3% | +0.7% | +3.2% |
| 6M | -11.7% | -14.6% | +2.9% | -9.4% |
| YTD | +2.8% | +1.9% | +0.9% | +1.6% |
| 1Y | +10.0% | +20.9% | -10.9% | +5.0% |
| 3Y | +34.1% | +127.5% | -93.3% | +13.2% |
| 5Y | +195.3% | +141.9% | +53.3% | +145.8% |
| 10Y | +51.6% | +222.8% | -171.2% | +18.9% |
| All | +359.2% | +867.6% | -508.4% | +162.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling