-0.7%
PLD vs IAU
+105.6%
-106.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | +1.3% | -4.6% | +5.9% | +2.3% |
| 30D | -1.4% | -5.4% | +4.1% | -0.3% |
| 3M | -8.2% | -10.9% | +2.7% | -6.1% |
| 6M | -8.0% | -17.4% | +9.4% | -4.5% |
| YTD | +3.2% | -10.2% | +13.4% | +4.0% |
| 1Y | +7.0% | -7.1% | +14.1% | +6.8% |
| 3Y | +38.3% | +97.7% | -59.4% | +7.5% |
| All | -0.7% | +105.6% | -106.3% | -28.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling