+8,587.5%
PWR vs IAU
+875.8%
+7,711.7%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.5% | +0.8% |
| 7D | +3.6% | -0.5% | +4.1% | +3.7% |
| 30D | -8.6% | +4.4% | -13.0% | -9.3% |
| 3M | -13.2% | -1.1% | -12.1% | -13.1% |
| 6M | +9.9% | -13.7% | +23.6% | +12.1% |
| YTD | +48.0% | +2.7% | +45.3% | +47.1% |
| 1Y | +66.2% | +24.6% | +41.5% | +60.7% |
| 3Y | +195.1% | +126.8% | +68.3% | +161.7% |
| 5Y | +442.6% | +139.5% | +303.1% | +376.0% |
| 10Y | +2,334.2% | +226.3% | +2,108.0% | +1,938.2% |
| All | +8,587.5% | +875.8% | +7,711.7% | +5,416.0% |
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 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