+210.3%
IAU vs URI
+1,189.9%
-979.6%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.0% | -1.8% | -2.8% |
| 7D | -5.5% | +9.3% | -14.8% | -5.5% |
| 30D | -7.0% | +7.6% | -14.6% | -7.0% |
| 3M | -12.3% | +1.0% | -13.3% | -12.3% |
| 6M | -17.9% | +19.8% | -37.8% | -18.0% |
| YTD | -10.3% | +41.9% | -52.2% | -10.5% |
| 1Y | -7.9% | +33.4% | -41.3% | -8.1% |
| 3Y | +98.7% | +156.0% | -57.4% | +98.1% |
| 5Y | +105.0% | +209.5% | -104.5% | +104.0% |
| All | +210.3% | +1,189.9% | -979.6% | +227.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling