+84.9%
EWT vs IAU
+19.7%
+65.2%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.5% | +1.3% | +1.6% |
| 7D | -1.1% | -2.0% | +0.9% | -0.4% |
| 30D | +4.5% | -1.5% | +6.0% | +4.9% |
| 3M | +8.3% | +3.3% | +5.0% | +6.7% |
| 6M | +54.2% | -16.2% | +70.5% | +60.7% |
| YTD | +74.6% | +0.7% | +73.9% | +75.1% |
| 1Y | +84.9% | +19.2% | +65.7% | +67.5% |
| All | +84.9% | +19.7% | +65.2% | +67.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling