-13.2%
UNH vs IAU
+126.4%
-139.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.9% | -2.8% | -2.0% |
| 7D | -1.7% | +0.2% | -1.8% | -1.7% |
| 30D | -3.8% | +0.2% | -4.1% | -3.9% |
| 3M | -4.3% | +3.3% | -7.6% | -4.6% |
| 6M | +38.6% | -14.6% | +53.2% | +39.6% |
| YTD | +20.7% | +1.9% | +18.8% | +20.9% |
| 1Y | +16.0% | +20.9% | -4.9% | +16.6% |
| All | -13.2% | +126.4% | -139.6% | -13.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling