+219.7%
IAU vs UUUU
+465.5%
-245.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.0% | +5.5% | +0.8% |
| 7D | -2.0% | -10.5% | +8.5% | -1.5% |
| 30D | -1.5% | -10.5% | +9.0% | -1.0% |
| 3M | +3.3% | -14.1% | +17.4% | +3.8% |
| 6M | -16.2% | -35.5% | +19.2% | -14.9% |
| YTD | +0.7% | -10.9% | +11.6% | +0.9% |
| 1Y | +19.2% | +3.4% | +15.9% | +18.4% |
| 3Y | +124.4% | +73.1% | +51.3% | +115.8% |
| 5Y | +140.0% | +87.1% | +52.9% | +127.9% |
| All | +219.7% | +465.5% | -245.8% | +192.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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