-2.7%
LQD vs IAU
+19.7%
-22.4%
-4.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.6% | -0.1% |
| 7D | -1.1% | -2.0% | +0.9% | -1.0% |
| 30D | -1.3% | -1.5% | +0.2% | -1.2% |
| 3M | -3.2% | +3.3% | -6.5% | -3.3% |
| 6M | -2.1% | -16.2% | +14.1% | -1.9% |
| YTD | -2.4% | +0.7% | -3.0% | -2.4% |
| 1Y | -2.7% | +19.2% | -21.9% | -3.7% |
| All | -2.7% | +19.7% | -22.4% | -3.7% |
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