+75.4%
USAR vs IAU
+121.9%
-46.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.0% | +1.7% |
| 7D | +2.3% | +0.7% | +1.6% | +1.7% |
| 30D | -8.6% | +0.3% | -9.0% | -8.8% |
| 3M | -20.5% | +0.7% | -21.2% | -20.7% |
| 6M | +1.2% | -15.5% | +16.7% | +14.3% |
| YTD | +48.4% | +1.0% | +47.4% | +52.3% |
| 1Y | +30.6% | +19.6% | +11.1% | +32.2% |
| 3Y | +73.6% | +125.4% | -51.8% | +74.2% |
| All | +75.4% | +121.9% | -46.5% | +75.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling