+32.8%
USB vs IAU
+2.6%
+30.1%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.8% | -2.9% | -2.2% |
| 7D | -1.5% | +1.9% | -3.4% | -1.7% |
| 30D | +4.3% | -1.7% | +6.0% | +4.4% |
| 3M | -6.1% | -3.6% | -2.5% | -5.8% |
| 6M | +9.4% | -10.1% | +19.5% | +10.7% |
| YTD | +15.2% | -5.1% | +20.3% | +11.4% |
| 1Y | +32.8% | +2.6% | +30.2% | +24.9% |
| All | +32.8% | +2.6% | +30.1% | +24.9% |
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 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