+859.8%
IAU vs NUE
+1,620.5%
-760.7%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.8% | +0.1% | -1.6% |
| 7D | +0.7% | +1.8% | -1.0% | +0.7% |
| 30D | +0.3% | -6.0% | +6.3% | +0.6% |
| 3M | +0.7% | +1.4% | -0.7% | +0.5% |
| 6M | -15.5% | +52.8% | -68.3% | -17.3% |
| YTD | +1.0% | +58.1% | -57.2% | -1.3% |
| 1Y | +19.6% | +80.4% | -60.9% | +16.1% |
| 3Y | +125.4% | +62.3% | +63.2% | +118.7% |
| 5Y | +140.7% | +146.2% | -5.5% | +126.8% |
| 10Y | +218.1% | +549.5% | -331.4% | +179.8% |
| All | +859.8% | +1,620.5% | -760.7% | +655.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 NUE 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