+35.1%
UNP vs IAU
+20.3%
+14.8%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.2% | -1.3% |
| 7D | -1.7% | +0.2% | -1.9% | -1.7% |
| 30D | -2.1% | +0.2% | -2.3% | -2.1% |
| 3M | +5.4% | +3.3% | +2.2% | +5.6% |
| 6M | +13.4% | -14.6% | +27.9% | +14.0% |
| YTD | +25.0% | +1.9% | +23.1% | +25.3% |
| All | +35.1% | +20.3% | +14.8% | +34.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling