+211.3%
MCD vs IAU
+209.6%
+1.6%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.8% | -0.1% | +1.6% |
| 7D | +5.9% | +4.9% | +1.1% | +5.5% |
| 30D | +19.6% | -1.4% | +21.0% | +19.7% |
| 3M | +3.3% | -4.8% | +8.0% | +3.6% |
| 6M | +3.5% | -12.5% | +16.0% | +4.6% |
| YTD | -6.1% | -4.2% | -1.9% | -6.3% |
| 1Y | -3.7% | +3.1% | -6.8% | -4.6% |
| 3Y | +13.4% | +110.0% | -96.6% | +3.1% |
| 5Y | +25.2% | +123.1% | -97.9% | +12.6% |
| 10Y | +211.3% | +216.7% | -5.4% | +185.5% |
| All | +211.3% | +209.6% | +1.6% | +185.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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