+216.7%
IAU vs PAAS
+178.0%
+38.7%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.9% | -1.1% | +1.2% |
| 7D | +4.9% | +8.8% | -3.9% | +2.9% |
| 30D | -1.4% | -8.5% | +7.1% | +0.4% |
| 3M | -4.8% | -17.0% | +12.2% | -1.1% |
| 6M | -12.5% | -27.9% | +15.4% | -6.8% |
| YTD | -4.2% | -17.5% | +13.3% | -1.1% |
| 1Y | +3.1% | +22.8% | -19.7% | -1.9% |
| 3Y | +110.0% | +224.2% | -114.2% | +61.4% |
| 5Y | +123.1% | +73.6% | +49.4% | +86.5% |
| 10Y | +216.7% | +186.4% | +30.3% | +123.9% |
| All | +216.7% | +178.0% | +38.7% | +123.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 10y: compounded portfolio wealth divided by compounded PAAS 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…
10y analysis · Full analysis span regression · 6 months rolling