+219.7%
IAU vs NDAQ
+368.2%
-148.6%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.6% |
| 7D | -2.0% | -5.6% | +3.5% | -1.8% |
| 30D | -1.5% | -4.4% | +2.8% | -1.3% |
| 3M | +3.3% | +5.9% | -2.6% | +3.0% |
| 6M | -16.2% | +7.7% | -24.0% | -16.6% |
| YTD | +0.7% | -5.2% | +5.8% | +0.7% |
| 1Y | +19.2% | -3.4% | +22.6% | +19.2% |
| 3Y | +124.4% | +85.6% | +38.8% | +116.9% |
| 5Y | +140.0% | +49.5% | +90.6% | +134.0% |
| All | +219.7% | +368.2% | -148.6% | +206.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling