+2,423.9%
MUU vs IAU
+64.4%
+2,359.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.7% | -7.6% | -7.3% |
| 7D | +3.6% | -3.4% | +6.9% | +7.9% |
| 30D | +22.3% | -1.1% | +23.4% | +23.7% |
| 3M | -8.2% | +5.8% | -14.0% | -12.6% |
| 6M | +256.3% | -16.9% | +273.3% | +324.4% |
| YTD | +534.4% | +0.1% | +534.3% | +582.0% |
| 1Y | +2,163.5% | +18.4% | +2,145.1% | +2,130.9% |
| All | +2,423.9% | +64.4% | +2,359.4% | +1,407.1% |
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 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