+3,031.6%
UNP vs IAU
+810.1%
+2,221.5%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.8% | +0.5% | +2.3% |
| 7D | -3.3% | +4.9% | -8.1% | -3.5% |
| 30D | +6.7% | -1.4% | +8.1% | +6.8% |
| 3M | +1.8% | -4.8% | +6.6% | +2.0% |
| 6M | +13.3% | -12.5% | +25.8% | +14.0% |
| YTD | +30.3% | -4.2% | +34.5% | +30.3% |
| 1Y | +36.9% | +3.1% | +33.8% | +36.4% |
| 3Y | +50.9% | +110.0% | -59.1% | +44.0% |
| 5Y | +37.9% | +123.1% | -85.1% | +30.9% |
| 10Y | +293.8% | +216.7% | +77.1% | +266.2% |
| All | +3,031.6% | +810.1% | +2,221.5% | +2,433.9% |
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