+184.8%
MPC vs IAU
+105.5%
+79.2%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.6% | +2.5% | -0.1% |
| 7D | -8.8% | +2.8% | -11.7% | -8.9% |
| 30D | -14.4% | -4.0% | -10.4% | -14.2% |
| 3M | +21.9% | -8.2% | +30.2% | +22.4% |
| 6M | +60.1% | -14.8% | +74.9% | +62.0% |
| YTD | +142.3% | -6.7% | +149.0% | +140.4% |
| 1Y | +101.7% | -2.2% | +103.9% | +98.6% |
| 3Y | +184.8% | +106.7% | +78.1% | +141.6% |
| All | +184.8% | +105.5% | +79.2% | +141.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling