+2,620.0%
MUU vs IAU
+68.7%
+2,551.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.8% | +12.4% | +12.6% |
| 7D | +17.4% | -0.5% | +17.9% | +18.0% |
| 30D | +24.0% | +4.4% | +19.5% | +17.0% |
| 3M | -23.9% | -1.1% | -22.8% | -22.2% |
| 6M | +284.4% | -13.7% | +298.1% | +339.0% |
| YTD | +583.7% | +2.7% | +581.0% | +611.4% |
| 1Y | +2,981.5% | +24.6% | +2,956.8% | +2,812.2% |
| All | +2,620.0% | +68.7% | +2,551.3% | +1,472.0% |
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