+4,277.4%
MU vs IAU
+208.6%
+4,068.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.6% | +1.5% | -0.2% |
| 7D | -15.2% | +2.8% | -18.0% | -16.2% |
| 30D | -29.5% | -4.0% | -25.6% | -28.5% |
| 3M | -15.8% | -8.2% | -7.6% | -13.3% |
| 6M | -2.9% | -14.8% | +11.9% | +2.0% |
| YTD | +154.2% | -6.7% | +160.9% | +163.5% |
| 1Y | +186.6% | -2.2% | +188.8% | +194.0% |
| 3Y | +871.5% | +106.7% | +764.8% | +791.0% |
| 5Y | +911.7% | +114.8% | +796.9% | +811.4% |
| 10Y | +4,277.4% | +213.0% | +4,064.4% | +4,462.7% |
| All | +4,277.4% | +208.6% | +4,068.7% | +4,462.7% |
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