+2,683.6%
MUU vs IAU
+67.3%
+2,616.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.9% | +4.6% | +4.5% |
| 7D | +15.0% | +0.2% | +14.9% | +14.7% |
| 30D | +36.8% | +0.2% | +36.6% | +36.0% |
| 3M | -8.5% | +3.3% | -11.8% | -11.0% |
| 6M | +320.7% | -14.6% | +335.3% | +386.7% |
| YTD | +599.7% | +1.9% | +597.8% | +635.7% |
| 1Y | +2,569.2% | +20.9% | +2,548.3% | +2,470.0% |
| All | +2,683.6% | +67.3% | +2,616.3% | +1,525.7% |
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 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