-10.0%
PLTR vs IAU
+2.6%
-12.6%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.7% | -5.8% | -3.7% |
| 7D | -12.8% | -0.3% | -12.5% | -12.6% |
| 30D | -9.3% | -1.9% | -7.5% | -8.5% |
| 3M | +5.6% | -0.4% | +6.0% | +5.5% |
| 6M | +17.6% | -10.1% | +27.7% | +22.5% |
| YTD | -3.4% | -5.9% | +2.5% | -7.1% |
| 1Y | -10.0% | +2.9% | -12.9% | -25.4% |
| All | -10.0% | +2.6% | -12.6% | -25.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling