+499.6%
PLTR vs IAU
+120.1%
+379.4%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.8% | +4.3% | +3.7% |
| 7D | -12.9% | +4.7% | -17.6% | -14.4% |
| 30D | -17.4% | -0.9% | -16.5% | -17.1% |
| 3M | +2.9% | -4.4% | +7.2% | +4.3% |
| 6M | +19.9% | -13.5% | +33.4% | +25.3% |
| YTD | -9.8% | -5.9% | -3.9% | -8.3% |
| 1Y | -8.4% | +1.9% | -10.3% | -8.9% |
| 3Y | +765.0% | +104.1% | +661.0% | +542.9% |
| All | +499.6% | +120.1% | +379.4% | +300.0% |
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