+59.7%
IAU vs PLTU
+142.1%
-82.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.7% | +2.9% | -1.6% |
| 7D | +0.7% | -11.6% | +12.3% | +1.0% |
| 30D | +0.3% | -4.6% | +4.9% | +0.4% |
| 3M | +0.7% | +33.7% | -33.0% | -0.5% |
| 6M | -15.5% | -9.4% | -6.1% | -16.2% |
| YTD | +1.0% | -34.7% | +35.7% | 0.0% |
| 1Y | +19.6% | -23.2% | +42.8% | +18.4% |
| All | +59.7% | +142.1% | -82.4% | +53.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 3y: compounded portfolio wealth divided by compounded PLTU 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…
3y analysis · Full analysis span regression · 6 months rolling