+33.9%
USB vs IAU
-8.1%
+42.0%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.7% | +0.8% |
| 7D | +2.6% | -4.6% | +7.2% | +3.2% |
| 30D | +8.4% | -5.4% | +13.8% | +9.0% |
| 3M | -5.5% | -10.9% | +5.3% | -4.4% |
| 6M | +17.7% | -17.4% | +35.1% | +20.2% |
| YTD | +17.6% | -10.2% | +27.8% | +14.3% |
| 1Y | +33.9% | -7.1% | +40.9% | +28.1% |
| All | +33.9% | -8.1% | +42.0% | +28.1% |
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