+2,982.4%
MCK vs IAU
+851.0%
+2,131.4%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.5% | -1.2% |
| 7D | -4.4% | -3.4% | -1.0% | -4.4% |
| 30D | -2.2% | -1.1% | -1.1% | -2.2% |
| 3M | +11.6% | +5.8% | +5.7% | +11.6% |
| 6M | -4.9% | -16.9% | +12.0% | -5.1% |
| YTD | +7.7% | +0.1% | +7.6% | +7.7% |
| 1Y | +25.2% | +18.4% | +6.8% | +25.3% |
| 3Y | +112.1% | +123.6% | -11.4% | +112.9% |
| 5Y | +345.8% | +138.7% | +207.1% | +347.5% |
| 10Y | +439.7% | +217.2% | +222.5% | +444.8% |
| All | +2,982.4% | +851.0% | +2,131.4% | +3,165.0% |
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