+1,079.5%
MPC vs IAU
+208.2%
+871.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -1.2% |
| 7D | -16.2% | +4.7% | -20.9% | -16.4% |
| 30D | -15.7% | -0.9% | -14.8% | -15.7% |
| 3M | +24.9% | -4.4% | +29.3% | +25.2% |
| 6M | +52.7% | -13.5% | +66.2% | +54.4% |
| YTD | +131.9% | -5.9% | +137.8% | +131.5% |
| 1Y | +96.6% | +1.9% | +94.8% | +94.5% |
| 3Y | +163.8% | +104.1% | +59.7% | +139.9% |
| 5Y | +533.1% | +121.0% | +412.1% | +466.3% |
| All | +1,079.5% | +208.2% | +871.2% | +989.9% |
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 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