+1,450.1%
QLD vs IAU
+208.6%
+1,241.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.6% | +1.4% | -0.3% |
| 7D | -3.8% | +2.8% | -6.6% | -4.8% |
| 30D | -20.5% | -4.0% | -16.6% | -19.3% |
| 3M | -14.6% | -8.2% | -6.4% | -12.0% |
| 6M | -14.7% | -14.8% | +0.1% | -10.0% |
| YTD | +11.2% | -6.7% | +17.9% | +13.7% |
| 1Y | +7.1% | -2.2% | +9.3% | +8.0% |
| 3Y | +141.1% | +106.7% | +34.4% | +86.8% |
| 5Y | +84.3% | +114.8% | -30.5% | +37.5% |
| 10Y | +1,450.1% | +213.0% | +1,237.1% | +1,160.1% |
| All | +1,450.1% | +208.6% | +1,241.4% | +1,160.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling