-53.5%
USAR vs IAU
-3.8%
-49.7%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.1% | +5.5% | +5.8% |
| 7D | +0.8% | -2.0% | +2.8% | +3.3% |
| 30D | -30.1% | -4.4% | -25.6% | -25.8% |
| 3M | -56.3% | -8.9% | -47.4% | -50.8% |
| 6M | -68.6% | -15.9% | -52.6% | -60.9% |
| YTD | -30.5% | -7.8% | -22.8% | -36.3% |
| 1Y | -53.5% | -3.8% | -49.7% | -60.2% |
| All | -53.5% | -3.8% | -49.7% | -60.2% |
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