+1,009.4%
EWT vs IAU
+858.9%
+150.5%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.2% | -0.2% |
| 7D | +1.6% | +0.7% | +0.9% | +1.5% |
| 30D | +8.2% | +0.3% | +7.9% | +8.1% |
| 3M | +11.1% | +0.7% | +10.4% | +10.8% |
| 6M | +60.4% | -15.5% | +75.9% | +65.2% |
| YTD | +75.6% | +1.0% | +74.6% | +75.0% |
| 1Y | +91.3% | +19.6% | +71.8% | +85.1% |
| 3Y | +200.3% | +125.4% | +74.8% | +161.2% |
| 5Y | +156.4% | +140.7% | +15.6% | +120.3% |
| 10Y | +495.8% | +218.1% | +277.7% | +392.7% |
| All | +1,009.4% | +858.9% | +150.5% | +609.6% |
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