+206.9%
PWR vs IAU
+126.4%
+80.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.9% | -2.8% | -2.1% |
| 7D | +2.7% | +0.2% | +2.5% | +2.6% |
| 30D | -5.1% | +0.2% | -5.3% | -5.3% |
| 3M | -9.4% | +3.3% | -12.6% | -10.4% |
| 6M | +10.4% | -14.6% | +25.0% | +13.8% |
| YTD | +48.6% | +1.9% | +46.8% | +47.0% |
| 1Y | +68.0% | +20.9% | +47.1% | +60.4% |
| All | +206.9% | +126.4% | +80.5% | +151.8% |
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