+231.7%
PLD vs IAU
+208.2%
+23.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -1.0% |
| 7D | -0.8% | +4.7% | -5.5% | -1.9% |
| 30D | -0.3% | -0.9% | +0.6% | -0.1% |
| 3M | -8.0% | -4.4% | -3.7% | -7.2% |
| 6M | -9.8% | -13.5% | +3.7% | -6.9% |
| YTD | +1.8% | -5.9% | +7.7% | +1.9% |
| 1Y | +5.6% | +1.9% | +3.7% | +3.3% |
| 3Y | +33.3% | +104.1% | -70.8% | +4.4% |
| 5Y | +0.3% | +121.0% | -120.7% | -24.4% |
| All | +231.7% | +208.2% | +23.4% | +135.4% |
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