+642.2%
MPC vs IAU
+141.6%
+500.6%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.2% | +0.4% |
| 7D | +5.4% | -0.5% | +6.0% | +5.5% |
| 30D | +31.0% | +4.4% | +26.5% | +30.3% |
| 3M | +46.0% | -1.1% | +47.1% | +46.3% |
| 6M | +77.3% | -13.7% | +91.0% | +81.3% |
| YTD | +141.9% | +2.7% | +139.2% | +138.6% |
| 1Y | +120.9% | +24.6% | +96.3% | +110.4% |
| 3Y | +182.7% | +126.8% | +55.8% | +134.1% |
| All | +642.2% | +141.6% | +500.6% | +493.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling