+9,127.5%
QLD vs IAU
+628.3%
+8,499.2%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.2% | +0.4% |
| 7D | +0.6% | -0.5% | +1.1% | +0.6% |
| 30D | -0.1% | +4.4% | -4.6% | -0.7% |
| 3M | -8.4% | -1.1% | -7.3% | -8.3% |
| 6M | +32.2% | -13.7% | +45.9% | +34.1% |
| YTD | +28.9% | +2.7% | +26.2% | +28.7% |
| 1Y | +43.8% | +24.6% | +19.2% | +41.2% |
| 3Y | +176.6% | +126.8% | +49.7% | +157.6% |
| 5Y | +121.6% | +139.5% | -17.9% | +104.7% |
| 10Y | +1,652.9% | +226.3% | +1,426.7% | +1,531.2% |
| All | +9,127.5% | +628.3% | +8,499.2% | +7,276.8% |
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