+249.0%
AEM vs IAU
+105.6%
+143.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | -0.2% |
| 7D | -6.8% | -4.6% | -2.3% | +0.4% |
| 30D | +0.8% | -5.4% | +6.3% | +10.9% |
| 3M | -0.8% | -10.9% | +10.0% | +20.4% |
| 6M | -8.5% | -17.4% | +8.8% | +25.9% |
| YTD | +5.9% | -10.2% | +16.2% | +24.8% |
| 1Y | +6.6% | -7.1% | +13.7% | +18.5% |
| 3Y | +302.2% | +97.7% | +204.5% | +14.6% |
| All | +249.0% | +105.6% | +143.4% | -14.1% |
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 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