+2,953.7%
UNP vs IAU
+875.8%
+2,077.9%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.2% |
| 7D | -5.3% | -0.5% | -4.8% | -5.3% |
| 30D | -1.5% | +4.4% | -6.0% | -1.7% |
| 3M | +10.3% | -1.1% | +11.3% | +10.3% |
| 6M | +9.7% | -13.7% | +23.4% | +10.4% |
| YTD | +27.1% | +2.7% | +24.4% | +26.7% |
| 1Y | +32.6% | +24.6% | +7.9% | +30.8% |
| 3Y | +40.0% | +126.8% | -86.9% | +33.1% |
| 5Y | +50.8% | +139.5% | -88.6% | +42.7% |
| 10Y | +278.6% | +226.3% | +52.4% | +252.1% |
| All | +2,953.7% | +875.8% | +2,077.9% | +2,363.5% |
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 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