+218.1%
IAU vs URI
+1,157.2%
-939.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.5% | -2.3% | -1.7% |
| 7D | +0.7% | +2.5% | -1.8% | +0.7% |
| 30D | +0.3% | -12.5% | +12.9% | +0.4% |
| 3M | +0.7% | -6.2% | +6.9% | +0.7% |
| 6M | -15.5% | +25.9% | -41.4% | -15.6% |
| YTD | +1.0% | +26.2% | -25.2% | +0.9% |
| 1Y | +19.6% | +5.5% | +14.1% | +19.5% |
| 3Y | +125.4% | +125.0% | +0.5% | +125.4% |
| 5Y | +140.7% | +210.4% | -69.7% | +140.5% |
| 10Y | +218.1% | +1,157.2% | -939.1% | +231.5% |
| All | +218.1% | +1,157.2% | -939.1% | +231.5% |
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