+456.7%
PWR vs IAU
+139.7%
+317.0%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.7% | +4.1% | +2.8% |
| 7D | +4.5% | +0.7% | +3.8% | +4.3% |
| 30D | -4.9% | +0.3% | -5.2% | -5.1% |
| 3M | -7.9% | +0.7% | -8.6% | -8.3% |
| 6M | +18.3% | -15.5% | +33.8% | +22.4% |
| YTD | +51.5% | +1.0% | +50.5% | +50.3% |
| 1Y | +70.3% | +19.6% | +50.8% | +63.0% |
| 3Y | +210.6% | +125.4% | +85.2% | +152.5% |
| 5Y | +456.7% | +140.7% | +315.9% | +332.2% |
| All | +456.7% | +139.7% | +317.0% | +332.2% |
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