+938.2%
MU vs IAU
+105.6%
+832.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.1% | -2.6% | -2.6% |
| 7D | +12.8% | -4.6% | +17.4% | +15.2% |
| 30D | -14.9% | -5.4% | -9.4% | -12.7% |
| 3M | -18.0% | -10.9% | -7.2% | -13.6% |
| 6M | -3.1% | -17.4% | +14.2% | +5.0% |
| YTD | +172.9% | -10.2% | +183.1% | +190.9% |
| 1Y | +228.8% | -7.1% | +235.9% | +246.3% |
| 3Y | +950.8% | +97.7% | +853.1% | +841.0% |
| All | +938.2% | +105.6% | +832.7% | +772.1% |
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