+105.2%
TQQQ vs IAU
+139.7%
-34.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.5% | +2.0% | +2.3% |
| 7D | -1.9% | -2.0% | +0.1% | -0.8% |
| 30D | -4.9% | -1.5% | -3.3% | -4.1% |
| 3M | -6.4% | +3.3% | -9.7% | -7.9% |
| 6M | +44.4% | -16.2% | +60.6% | +56.2% |
| YTD | +35.2% | +0.7% | +34.5% | +35.3% |
| 1Y | +49.5% | +19.2% | +30.3% | +38.5% |
| 3Y | +250.7% | +124.4% | +126.3% | +123.7% |
| All | +105.2% | +139.7% | -34.5% | +8.3% |
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