+1,112.1%
PSX vs IAU
+158.7%
+953.4%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.2% |
| 7D | +4.5% | -0.5% | +5.1% | +4.6% |
| 30D | +26.6% | +4.4% | +22.2% | +26.3% |
| 3M | +39.3% | -1.1% | +40.3% | +39.3% |
| 6M | +56.8% | -13.7% | +70.5% | +58.3% |
| YTD | +101.8% | +2.7% | +99.1% | +101.0% |
| 1Y | +99.6% | +24.6% | +75.0% | +96.2% |
| 3Y | +140.3% | +126.8% | +13.5% | +125.0% |
| 5Y | +339.3% | +139.5% | +199.8% | +308.3% |
| 10Y | +369.9% | +226.3% | +143.6% | +330.4% |
| All | +1,112.1% | +158.7% | +953.4% | +984.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling