+121.0%
QLD vs IAU
+141.6%
-20.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.2% | +0.6% |
| 7D | +0.6% | -0.5% | +1.1% | +0.8% |
| 30D | -0.1% | +4.4% | -4.6% | -1.7% |
| 3M | -8.4% | -1.1% | -7.3% | -8.2% |
| 6M | +32.2% | -13.7% | +45.9% | +37.5% |
| YTD | +28.9% | +2.7% | +26.2% | +27.6% |
| 1Y | +43.8% | +24.6% | +19.2% | +34.1% |
| 3Y | +176.6% | +126.8% | +49.7% | +102.5% |
| All | +121.0% | +141.6% | -20.6% | +41.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling