+713.9%
PH vs IAU
+208.6%
+505.3%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.6% | +3.5% | +1.1% |
| 7D | +2.1% | +2.8% | -0.7% | +1.9% |
| 30D | +0.3% | -4.0% | +4.2% | +0.6% |
| 3M | -8.8% | -8.2% | -0.6% | -8.2% |
| 6M | +10.0% | -14.8% | +24.8% | +11.1% |
| YTD | +10.5% | -6.7% | +17.2% | +11.3% |
| 1Y | +15.5% | -2.2% | +17.8% | +16.3% |
| 3Y | +136.4% | +106.7% | +29.6% | +130.7% |
| 5Y | +213.6% | +114.8% | +98.8% | +201.5% |
| 10Y | +713.9% | +213.0% | +500.9% | +752.2% |
| All | +713.9% | +208.6% | +505.3% | +752.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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