+186.6%
MU vs IAU
-1.6%
+188.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.6% | +1.5% | +0.8% |
| 7D | -15.2% | +2.8% | -18.0% | -17.2% |
| 30D | -29.5% | -4.0% | -25.6% | -27.4% |
| 3M | -15.8% | -8.2% | -7.6% | -10.5% |
| 6M | -2.9% | -14.8% | +11.9% | +6.9% |
| YTD | +154.2% | -6.7% | +160.9% | +194.9% |
| 1Y | +186.6% | -2.2% | +188.8% | +212.2% |
| All | +186.6% | -1.6% | +188.2% | +212.2% |
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