+30.6%
UPS vs IAU
+2.6%
+28.0%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +3.7% | +1.0% | +4.0% |
| 7D | +8.2% | -0.3% | +8.5% | +8.2% |
| 30D | +22.7% | -1.9% | +24.6% | +23.0% |
| 3M | +6.4% | -0.4% | +6.9% | +6.3% |
| 6M | +22.6% | -10.1% | +32.7% | +24.1% |
| YTD | +20.7% | -5.9% | +26.6% | +24.2% |
| 1Y | +30.6% | +2.9% | +27.7% | +42.0% |
| All | +30.6% | +2.6% | +28.0% | +42.0% |
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