+2,163.5%
MUU vs IAU
+18.2%
+2,145.3%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.7% | -7.6% | -6.8% |
| 7D | +3.6% | -3.4% | +6.9% | +9.0% |
| 30D | +22.3% | -1.1% | +23.4% | +23.9% |
| 3M | -8.2% | +5.8% | -14.0% | -14.1% |
| 6M | +256.3% | -16.9% | +273.3% | +341.7% |
| YTD | +534.4% | +0.1% | +534.3% | +578.7% |
| 1Y | +2,163.5% | +18.4% | +2,145.1% | +1,951.3% |
| All | +2,163.5% | +18.2% | +2,145.3% | +1,951.3% |
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