+343.5%
AEM vs IAU
+126.4%
+217.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | -0.9% |
| 7D | +3.0% | +0.2% | +2.8% | +2.8% |
| 30D | +12.5% | +0.2% | +12.3% | +12.7% |
| 3M | +26.9% | +3.3% | +23.7% | +22.7% |
| 6M | -9.4% | -14.6% | +5.1% | +14.4% |
| YTD | +20.3% | +1.9% | +18.4% | +16.8% |
| 1Y | +33.8% | +20.9% | +12.9% | +1.1% |
| All | +343.5% | +126.4% | +217.2% | +24.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling