+859.8%
IAU vs OMC
+241.8%
+618.0%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.8% | +0.1% | -1.7% |
| 7D | +0.7% | -5.8% | +6.5% | +0.7% |
| 30D | +0.3% | -4.8% | +5.2% | +0.3% |
| 3M | +0.7% | +9.2% | -8.5% | +0.7% |
| 6M | -15.5% | -2.5% | -13.0% | -15.5% |
| YTD | +1.0% | +2.6% | -1.6% | +1.0% |
| 1Y | +19.6% | +5.9% | +13.6% | +19.6% |
| 3Y | +125.4% | +14.2% | +111.3% | +125.4% |
| 5Y | +140.7% | +33.2% | +107.5% | +140.6% |
| 10Y | +218.1% | +33.4% | +184.7% | +218.1% |
| All | +859.8% | +241.8% | +618.0% | +788.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded OMC 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling