+96.5%
UAL vs IAU
+209.9%
-113.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.1% | -0.7% | -1.7% |
| 7D | +2.3% | -2.0% | +4.2% | +2.4% |
| 30D | +13.3% | -4.4% | +17.8% | +13.6% |
| 3M | -6.3% | -8.9% | +2.6% | -5.8% |
| 6M | +22.5% | -15.9% | +38.4% | +23.0% |
| YTD | +5.9% | -7.8% | +13.6% | +6.9% |
| 1Y | +24.7% | -3.8% | +28.4% | +26.2% |
| 3Y | +211.6% | +104.3% | +107.2% | +237.1% |
| 5Y | +130.6% | +111.2% | +19.4% | +148.1% |
| 10Y | +96.5% | +216.4% | -120.0% | +140.5% |
| All | +96.5% | +209.9% | -113.4% | +140.5% |
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