-7.1%
IAU vs Q
+29.7%
-36.7%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.5% | +3.7% | +0.6% |
| 7D | -4.6% | +1.2% | -5.7% | -4.8% |
| 30D | -5.4% | -2.7% | -2.8% | -5.2% |
| 3M | -10.9% | -16.9% | +6.1% | -8.7% |
| 6M | -17.4% | -26.9% | +9.5% | -14.4% |
| YTD | -10.2% | +45.2% | -55.4% | -14.7% |
| 1Y | -7.1% | +38.1% | -45.2% | -11.7% |
| All | -7.1% | +29.7% | -36.7% | -11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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