+20.9%
IAU vs MSFU
-20.0%
+40.9%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +0.9% |
| 7D | +0.2% | -2.3% | +2.5% | +0.3% |
| 30D | +0.2% | -6.3% | +6.5% | +0.4% |
| 3M | +3.3% | +40.0% | -36.7% | +1.3% |
| 6M | -14.6% | +30.1% | -44.7% | -16.2% |
| YTD | +1.9% | -10.3% | +12.2% | +0.3% |
| 1Y | +20.9% | -19.0% | +39.9% | +16.3% |
| All | +20.9% | -20.0% | +40.9% | +16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 1y: compounded portfolio wealth divided by compounded MSFU 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…
1y analysis · Full analysis span regression · 6 months rolling