+19.2%
IAU vs MUB
+0.2%
+19.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | -0.4% |
| 7D | -2.0% | -0.8% | -1.2% | -0.2% |
| 30D | -1.5% | -2.4% | +0.9% | +3.9% |
| 3M | +3.3% | -2.8% | +6.1% | +10.2% |
| 6M | -16.2% | -2.2% | -14.0% | -12.1% |
| YTD | +0.7% | -1.6% | +2.3% | +6.3% |
| 1Y | +19.2% | 0.0% | +19.2% | +18.6% |
| All | +19.2% | +0.2% | +19.0% | +18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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