+27.6%
MCK vs IAU
+2.6%
+25.0%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +3.7% | +3.3% | +7.1% |
| 7D | +11.3% | -0.3% | +11.6% | +11.2% |
| 30D | +16.8% | -1.9% | +18.7% | +16.6% |
| 3M | +28.9% | -0.4% | +29.3% | +29.0% |
| 6M | +32.7% | -10.1% | +42.8% | +31.7% |
| YTD | +30.8% | -5.9% | +36.7% | +29.6% |
| 1Y | +27.6% | +2.9% | +24.7% | +26.3% |
| All | +27.6% | +2.6% | +25.0% | +26.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling