+32.0%
EMR vs IAU
-8.1%
+40.1%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | +2.8% | -4.6% | +7.4% | +5.1% |
| 30D | +3.7% | -5.4% | +9.1% | +6.3% |
| 3M | +2.0% | -10.9% | +12.9% | +7.2% |
| 6M | +22.1% | -17.4% | +39.5% | +32.5% |
| YTD | +27.2% | -10.2% | +37.4% | +34.3% |
| 1Y | +32.0% | -7.1% | +39.1% | +37.9% |
| All | +32.0% | -8.1% | +40.1% | +37.9% |
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