+565.8%
PLTR vs IAU
+139.7%
+426.1%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.7% | -0.6% | -1.7% |
| 7D | -5.3% | +0.7% | -6.1% | -5.5% |
| 30D | -1.0% | +0.3% | -1.3% | -1.2% |
| 3M | +24.8% | +0.7% | +24.1% | +24.4% |
| 6M | +8.4% | -15.5% | +23.9% | +13.3% |
| YTD | -4.2% | +1.0% | -5.2% | -4.7% |
| 1Y | +9.1% | +19.6% | -10.5% | +3.8% |
| 3Y | +1,025.6% | +125.4% | +900.1% | +737.6% |
| 5Y | +565.8% | +140.7% | +425.0% | +371.2% |
| All | +565.8% | +139.7% | +426.1% | +371.2% |
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