+1,106.2%
MPC vs IAU
+209.6%
+896.6%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.8% | +2.8% | +4.5% |
| 7D | -9.4% | +4.9% | -14.3% | -9.7% |
| 30D | -14.3% | -1.4% | -12.9% | -14.2% |
| 3M | +31.1% | -4.8% | +35.9% | +31.5% |
| 6M | +60.3% | -12.5% | +72.7% | +62.1% |
| YTD | +142.5% | -4.2% | +146.7% | +141.9% |
| 1Y | +104.6% | +3.1% | +101.5% | +102.3% |
| 3Y | +191.7% | +110.0% | +81.7% | +164.8% |
| 5Y | +549.2% | +123.1% | +426.2% | +480.5% |
| 10Y | +1,106.2% | +216.7% | +889.5% | +1,025.2% |
| All | +1,106.2% | +209.6% | +896.6% | +1,025.2% |
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