+234.3%
PLD vs IAU
+220.5%
+13.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.5% |
| 7D | -2.4% | -0.5% | -1.9% | -2.3% |
| 30D | -2.4% | +4.4% | -6.9% | -3.5% |
| 3M | -3.8% | -1.1% | -2.7% | -3.7% |
| 6M | 0.0% | -13.7% | +13.7% | +3.4% |
| YTD | +9.2% | +2.7% | +6.5% | +7.2% |
| 1Y | +25.9% | +24.6% | +1.3% | +16.7% |
| 3Y | +21.3% | +126.8% | -105.5% | -7.7% |
| 5Y | +14.1% | +139.5% | -125.4% | -15.8% |
| All | +234.3% | +220.5% | +13.8% | +142.1% |
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