+868.6%
EWT vs IAU
+752.8%
+115.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | +9.1% | -4.6% | +13.7% | +10.1% |
| 30D | -12.2% | -5.4% | -6.8% | -11.3% |
| 3M | -9.4% | -10.9% | +1.5% | -7.4% |
| 6M | +2.7% | -17.4% | +20.0% | +6.3% |
| YTD | +53.3% | -10.2% | +63.5% | +56.2% |
| 1Y | +59.2% | -7.1% | +66.2% | +61.2% |
| 3Y | +157.1% | +97.7% | +59.4% | +129.3% |
| 5Y | +119.6% | +105.3% | +14.3% | +94.2% |
| 10Y | +446.9% | +208.0% | +238.9% | +357.9% |
| All | +868.6% | +752.8% | +115.8% | +533.6% |
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