+73.7%
UAL vs IAU
+210.9%
-137.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.1% | -1.9% | -1.8% |
| 7D | -3.0% | -4.6% | +1.5% | -2.7% |
| 30D | +10.5% | -5.4% | +15.9% | +10.9% |
| 3M | -13.5% | -10.9% | -2.6% | -12.9% |
| 6M | +14.2% | -17.4% | +31.6% | +15.0% |
| YTD | -2.2% | -10.2% | +8.0% | -1.1% |
| 1Y | +12.5% | -7.1% | +19.5% | +14.1% |
| 3Y | +186.8% | +97.7% | +89.1% | +210.1% |
| 5Y | +119.4% | +105.3% | +14.1% | +136.0% |
| All | +73.7% | +210.9% | -137.2% | +111.7% |
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 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