-70.4%
PYPL vs IAU
+123.8%
-194.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.8% | -0.5% | +1.2% |
| 7D | +2.2% | +4.9% | -2.7% | +1.8% |
| 30D | +8.1% | -1.4% | +9.5% | +8.2% |
| 3M | +1.9% | -4.8% | +6.7% | +2.4% |
| 6M | +33.1% | -12.5% | +45.6% | +34.0% |
| YTD | +3.8% | -4.2% | +7.9% | +3.2% |
| 1Y | -8.3% | +3.1% | -11.4% | -9.7% |
| 3Y | +11.9% | +110.0% | -98.1% | -6.4% |
| 5Y | -70.4% | +123.1% | -193.5% | -78.0% |
| All | -70.4% | +123.8% | -194.3% | -78.0% |
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 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