-43.2%
MP vs IAU
-1.6%
-41.6%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.8% | +3.8% | +3.6% |
| 7D | -3.6% | +2.8% | -6.4% | -6.1% |
| 30D | -21.0% | -4.0% | -17.0% | -18.3% |
| 3M | -33.3% | -8.2% | -25.1% | -28.5% |
| 6M | -45.9% | -14.8% | -31.2% | -38.7% |
| YTD | -27.8% | -6.7% | -21.1% | -24.2% |
| 1Y | -43.2% | -2.2% | -41.0% | -42.9% |
| All | -43.2% | -1.6% | -41.6% | -42.9% |
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