+1,272.2%
MUU vs IAU
+47.5%
+1,224.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +0.1% | -5.4% | -5.4% |
| 7D | +24.7% | -4.6% | +29.3% | +31.5% |
| 30D | -35.1% | -5.4% | -29.7% | -31.2% |
| 3M | -44.3% | -10.9% | -33.4% | -36.3% |
| 6M | -44.4% | -17.4% | -27.1% | -30.7% |
| YTD | +244.9% | -10.2% | +255.1% | +320.7% |
| 1Y | +365.6% | -7.1% | +372.7% | +447.8% |
| All | +1,272.2% | +47.5% | +1,224.7% | +829.8% |
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