+1,040.6%
NBIS vs IAU
+57.3%
+983.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.7% | -3.4% | -4.3% |
| 7D | +8.3% | -3.4% | +11.7% | +9.9% |
| 30D | +18.1% | -1.1% | +19.2% | +18.7% |
| 3M | +7.8% | +5.8% | +1.9% | +5.1% |
| 6M | +136.6% | -16.9% | +153.5% | +150.8% |
| YTD | +172.5% | +0.1% | +172.4% | +184.7% |
| 1Y | +144.3% | +18.4% | +125.9% | +155.0% |
| All | +1,040.6% | +57.3% | +983.3% | +707.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling