+537.0%
IAU vs UUUU
-92.0%
+628.9%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +0.9% |
| 7D | +0.2% | +1.8% | -1.6% | +0.1% |
| 30D | +0.2% | +1.8% | -1.6% | +0.1% |
| 3M | +3.3% | +1.3% | +2.0% | +3.1% |
| 6M | -14.6% | -26.8% | +12.2% | -14.0% |
| YTD | +1.9% | +0.1% | +1.8% | +1.5% |
| 1Y | +20.9% | +11.2% | +9.6% | +19.8% |
| 3Y | +127.5% | +97.7% | +29.8% | +120.0% |
| 5Y | +141.9% | +127.3% | +14.6% | +130.8% |
| 10Y | +222.8% | +532.6% | -309.9% | +193.6% |
| All | +537.0% | -92.0% | +628.9% | +517.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling