+687.9%
NFLX vs IAU
+221.5%
+466.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -1.2% |
| 7D | -8.1% | +0.2% | -8.3% | -8.1% |
| 30D | -0.3% | +0.2% | -0.6% | -0.5% |
| 3M | -6.6% | +3.3% | -9.9% | -7.4% |
| 6M | -22.7% | -14.6% | -8.1% | -20.2% |
| YTD | -18.9% | +1.9% | -20.8% | -20.5% |
| 1Y | -39.8% | +20.9% | -60.7% | -43.8% |
| 3Y | +71.7% | +127.5% | -55.8% | +32.5% |
| 5Y | +27.2% | +141.9% | -114.7% | -4.9% |
| 10Y | +687.9% | +222.8% | +465.1% | +466.8% |
| All | +687.9% | +221.5% | +466.4% | +466.8% |
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