+876.7%
IAU vs PAAS
+335.3%
+541.4%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.6% | -0.3% |
| 7D | -0.5% | -2.9% | +2.4% | +0.2% |
| 30D | +4.4% | +6.8% | -2.4% | +2.6% |
| 3M | -1.1% | -2.9% | +1.8% | -0.8% |
| 6M | -13.7% | -16.4% | +2.7% | -10.8% |
| YTD | +2.7% | 0.0% | +2.7% | +1.6% |
| 1Y | +24.6% | +54.3% | -29.7% | +11.0% |
| 3Y | +126.8% | +230.7% | -103.8% | +63.4% |
| 5Y | +139.5% | +111.6% | +27.9% | +84.2% |
| 10Y | +226.3% | +211.7% | +14.5% | +101.0% |
| All | +876.7% | +335.3% | +541.4% | +326.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling