+56.5%
PPL vs IAU
+110.6%
-54.1%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -0.4% |
| 7D | -1.2% | +4.9% | -6.1% | -1.7% |
| 30D | +4.2% | -1.4% | +5.6% | +4.3% |
| 3M | +1.5% | -4.8% | +6.3% | +1.9% |
| 6M | +1.0% | -12.5% | +13.5% | +2.5% |
| YTD | +4.4% | -4.2% | +8.6% | +3.4% |
| 1Y | +0.8% | +3.1% | -2.4% | -1.7% |
| 3Y | +56.5% | +110.0% | -53.5% | +19.6% |
| All | +56.5% | +110.6% | -54.1% | +19.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling