+61.2%
IAU vs PLTU
+140.2%
-79.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | +0.9% |
| 7D | +0.2% | -0.8% | +0.9% | +0.2% |
| 30D | +0.2% | -8.8% | +9.0% | +0.3% |
| 3M | +3.3% | +41.7% | -38.4% | +1.9% |
| 6M | -14.6% | -9.3% | -5.3% | -15.2% |
| YTD | +1.9% | -35.2% | +37.1% | +1.0% |
| 1Y | +20.9% | -29.5% | +50.4% | +19.7% |
| All | +61.2% | +140.2% | -79.0% | +54.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling