+116.7%
MPC vs IAU
-8.1%
+124.8%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | +11.2% | -4.6% | +15.8% | +10.8% |
| 30D | -14.5% | -5.4% | -9.1% | -14.6% |
| 3M | +16.7% | -10.9% | +27.6% | +16.2% |
| 6M | +67.6% | -17.4% | +84.9% | +67.7% |
| YTD | +157.9% | -10.2% | +168.1% | +148.3% |
| 1Y | +116.7% | -7.1% | +123.7% | +108.5% |
| All | +116.7% | -8.1% | +124.8% | +108.5% |
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