+1,086.0%
UNH vs IAU
+858.9%
+227.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.7% | +2.7% | +0.9% |
| 7D | +1.1% | +0.7% | +0.4% | +1.2% |
| 30D | -1.5% | +0.3% | -1.9% | -1.5% |
| 3M | -0.8% | +0.7% | -1.5% | -0.8% |
| 6M | +41.8% | -15.5% | +57.3% | +41.1% |
| YTD | +23.1% | +1.0% | +22.1% | +23.4% |
| 1Y | +28.5% | +19.6% | +9.0% | +29.9% |
| 3Y | -11.8% | +125.4% | -137.2% | -8.1% |
| 5Y | +5.3% | +140.7% | -135.4% | +10.2% |
| 10Y | +247.4% | +218.1% | +29.3% | +273.1% |
| All | +1,086.0% | +858.9% | +227.0% | +1,326.3% |
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