+427.0%
MCK vs IAU
+220.2%
+206.9%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.5% | +0.1% |
| 7D | -2.9% | -2.0% | -0.9% | -2.9% |
| 30D | +0.4% | -1.5% | +2.0% | +0.5% |
| 3M | +12.1% | +3.3% | +8.8% | +12.1% |
| 6M | -5.4% | -16.2% | +10.8% | -5.0% |
| YTD | +7.8% | +0.7% | +7.1% | +7.4% |
| 1Y | +22.9% | +19.2% | +3.7% | +21.3% |
| 3Y | +110.7% | +124.4% | -13.7% | +100.2% |
| 5Y | +346.2% | +140.0% | +206.1% | +320.0% |
| All | +427.0% | +220.2% | +206.9% | +366.1% |
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