-100.0%
SQQQ vs IAU
+291.3%
-391.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +1.1% |
| 7D | -2.7% | +0.2% | -2.9% | -2.6% |
| 30D | +2.4% | +0.2% | +2.2% | +2.6% |
| 3M | -8.0% | +3.3% | -11.3% | -6.6% |
| 6M | -43.9% | -14.6% | -29.4% | -44.9% |
| YTD | -42.2% | +1.9% | -44.1% | -41.3% |
| 1Y | -51.8% | +20.9% | -72.7% | -49.4% |
| 3Y | -89.7% | +127.5% | -217.2% | -87.9% |
| 5Y | -94.7% | +141.9% | -236.6% | -93.6% |
| 10Y | -100.0% | +222.8% | -322.7% | -100.0% |
| All | -100.0% | +291.3% | -391.3% | -100.0% |
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