+9,962.8%
MU vs IAU
+875.8%
+9,087.1%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.8% | +6.9% | +6.2% |
| 7D | +9.0% | -0.5% | +9.5% | +9.0% |
| 30D | +13.8% | +4.4% | +9.4% | +13.3% |
| 3M | +2.1% | -1.1% | +3.1% | +2.1% |
| 6M | +153.8% | -13.7% | +167.5% | +156.0% |
| YTD | +256.4% | +2.7% | +253.7% | +257.3% |
| 1Y | +719.8% | +24.6% | +695.1% | +717.5% |
| 3Y | +1,360.4% | +126.8% | +1,233.5% | +1,341.6% |
| 5Y | +1,312.4% | +139.5% | +1,172.9% | +1,291.1% |
| 10Y | +6,142.6% | +226.3% | +5,916.3% | +6,135.9% |
| All | +9,962.8% | +875.8% | +9,087.1% | +9,851.6% |
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