+462.3%
NFLX vs IAU
+209.9%
+252.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.1% | +3.2% | +2.3% |
| 7D | -2.8% | -2.0% | -0.8% | -2.4% |
| 30D | -8.6% | -4.4% | -4.2% | -7.8% |
| 3M | -13.7% | -8.9% | -4.8% | -12.2% |
| 6M | -24.5% | -15.9% | -8.5% | -21.9% |
| YTD | -31.2% | -7.8% | -23.4% | -31.1% |
| 1Y | -43.2% | -3.8% | -39.4% | -43.8% |
| 3Y | +44.3% | +104.3% | -60.0% | +14.0% |
| 5Y | -1.9% | +111.2% | -113.1% | -24.3% |
| 10Y | +462.3% | +216.4% | +245.9% | +325.5% |
| All | +462.3% | +209.9% | +252.4% | +325.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling