+35,000.4%
TQQQ vs IAU
+287.8%
+34,712.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | +0.2% |
| 7D | +4.4% | +0.7% | +3.6% | +4.2% |
| 30D | -3.1% | +0.3% | -3.4% | -3.2% |
| 3M | -5.2% | +0.7% | -5.9% | -5.3% |
| 6M | +52.4% | -15.5% | +67.9% | +58.1% |
| YTD | +37.4% | +1.0% | +36.5% | +38.0% |
| 1Y | +56.0% | +19.6% | +36.4% | +51.9% |
| 3Y | +268.7% | +125.4% | +143.2% | +219.9% |
| 5Y | +101.2% | +140.7% | -39.5% | +71.5% |
| 10Y | +2,840.4% | +218.1% | +2,622.3% | +2,487.6% |
| All | +35,000.4% | +287.8% | +34,712.5% | +30,601.1% |
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 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