-89.0%
SQQQ vs IAU
+122.5%
-211.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.7% | +5.0% | +2.4% |
| 7D | +4.1% | -3.4% | +7.4% | +2.3% |
| 30D | +4.6% | -1.1% | +5.7% | +4.3% |
| 3M | -10.4% | +5.8% | -16.2% | -6.9% |
| 6M | -42.1% | -16.9% | -25.2% | -44.3% |
| YTD | -40.3% | +0.1% | -40.5% | -39.3% |
| 1Y | -50.2% | +18.4% | -68.6% | -46.4% |
| All | -89.0% | +122.5% | -211.5% | -85.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling