+265.1%
MU vs IAU
+2.6%
+262.6%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +3.7% | -10.7% | -9.7% |
| 7D | -19.1% | -0.3% | -18.9% | -19.0% |
| 30D | -25.2% | -1.9% | -23.4% | -24.2% |
| 3M | -10.9% | -0.4% | -10.5% | -11.0% |
| 6M | +38.0% | -10.1% | +48.1% | +48.5% |
| YTD | +178.8% | -5.9% | +184.7% | +208.8% |
| 1Y | +265.1% | +2.9% | +262.2% | +233.5% |
| All | +265.1% | +2.6% | +262.6% | +233.5% |
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