+46.6%
EEM vs IAU
+141.6%
-95.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -0.8% |
| 7D | +2.0% | +0.2% | +1.8% | +1.9% |
| 30D | +5.1% | +0.2% | +4.9% | +4.9% |
| 3M | +4.6% | +3.3% | +1.3% | +3.1% |
| 6M | +17.8% | -14.6% | +32.3% | +23.8% |
| YTD | +25.8% | +1.9% | +23.9% | +24.2% |
| 1Y | +36.4% | +20.9% | +15.5% | +26.3% |
| 3Y | +90.0% | +127.5% | -37.5% | +36.6% |
| 5Y | +46.6% | +141.9% | -95.4% | -1.4% |
| All | +46.6% | +141.6% | -95.0% | -1.4% |
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