+1,135.3%
MPC vs IAU
+209.9%
+925.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.1% | +4.6% | +3.5% |
| 7D | +2.6% | -2.0% | +4.6% | +2.7% |
| 30D | -12.2% | -4.4% | -7.8% | -11.9% |
| 3M | +20.1% | -8.9% | +29.0% | +20.8% |
| 6M | +60.6% | -15.9% | +76.5% | +62.8% |
| YTD | +150.6% | -7.8% | +158.3% | +150.5% |
| 1Y | +104.7% | -3.8% | +108.4% | +103.5% |
| 3Y | +194.5% | +104.3% | +90.2% | +167.3% |
| 5Y | +582.3% | +111.2% | +471.1% | +511.1% |
| 10Y | +1,135.3% | +216.4% | +918.8% | +1,037.0% |
| All | +1,135.3% | +209.9% | +925.4% | +1,037.0% |
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 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