+6,731.1%
MU vs IAU
+793.8%
+5,937.4%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.8% | +5.9% | +5.2% |
| 7D | -22.0% | +4.7% | -26.8% | -22.5% |
| 30D | -36.6% | -0.9% | -35.7% | -36.5% |
| 3M | -21.7% | -4.4% | -17.3% | -21.3% |
| 6M | +3.5% | -13.5% | +17.0% | +4.9% |
| YTD | +141.9% | -5.9% | +147.8% | +144.9% |
| 1Y | +189.8% | +1.9% | +188.0% | +192.5% |
| 3Y | +855.4% | +104.1% | +751.3% | +852.3% |
| 5Y | +869.2% | +121.0% | +748.2% | +863.9% |
| 10Y | +4,142.8% | +204.1% | +3,938.8% | +4,181.6% |
| All | +6,731.1% | +793.8% | +5,937.4% | +6,721.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling