+42.1%
IAU vs PLTU
+121.9%
-79.8%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.2% | +4.3% | +0.2% |
| 7D | -4.6% | +9.0% | -13.6% | -4.8% |
| 30D | -5.4% | -33.0% | +27.6% | -4.6% |
| 3M | -10.9% | -19.0% | +8.1% | -10.6% |
| 6M | -17.4% | +30.4% | -47.8% | -18.5% |
| YTD | -10.2% | -40.2% | +30.0% | -11.0% |
| 1Y | -7.1% | -37.8% | +30.7% | -7.9% |
| All | +42.1% | +121.9% | -79.8% | +36.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling