+1,341.1%
MCD vs IAU
+875.8%
+465.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.7% | -1.5% |
| 7D | -2.8% | -0.5% | -2.3% | -2.8% |
| 30D | -6.0% | +4.4% | -10.5% | -6.1% |
| 3M | -5.6% | -1.1% | -4.5% | -5.6% |
| 6M | -21.9% | -13.7% | -8.1% | -21.8% |
| YTD | -14.7% | +2.7% | -17.4% | -14.7% |
| 1Y | -17.3% | +24.6% | -41.9% | -17.4% |
| 3Y | -2.2% | +126.8% | -129.0% | -2.4% |
| 5Y | +20.3% | +139.5% | -119.2% | +20.0% |
| 10Y | +180.7% | +226.3% | -45.6% | +183.0% |
| All | +1,341.1% | +875.8% | +465.3% | +1,370.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling