+1,119.4%
NBIS vs IAU
+58.6%
+1,060.8%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -1.7% | +9.5% | +8.5% |
| 7D | +22.2% | +0.7% | +21.5% | +21.7% |
| 30D | +29.7% | +0.3% | +29.4% | +29.5% |
| 3M | +11.9% | +0.7% | +11.2% | +11.2% |
| 6M | +173.0% | -15.5% | +188.5% | +187.4% |
| YTD | +191.4% | +1.0% | +190.4% | +203.1% |
| 1Y | +280.7% | +19.6% | +261.1% | +295.9% |
| All | +1,119.4% | +58.6% | +1,060.8% | +759.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling