+153.2%
NBIS vs IAU
-13.8%
+166.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.9% | -2.4% | -2.1% |
| 7D | +17.8% | +0.2% | +17.6% | +17.4% |
| 30D | +30.5% | +0.2% | +30.3% | +30.4% |
| 3M | +9.2% | +3.3% | +5.9% | +6.4% |
| 6M | +153.2% | -14.6% | +167.7% | +173.9% |
| All | +153.2% | -13.8% | +166.9% | +173.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling