+504.4%
NOW vs IAU
+210.5%
+293.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.8% | +0.7% | -1.7% |
| 7D | -1.7% | -5.5% | +3.8% | -0.9% |
| 30D | -27.4% | -7.0% | -20.4% | -26.6% |
| 3M | -19.4% | -12.3% | -7.2% | -18.1% |
| 6M | +13.1% | -17.9% | +31.0% | +15.8% |
| YTD | -34.3% | -10.3% | -24.0% | -34.2% |
| 1Y | -41.8% | -7.9% | -33.8% | -42.0% |
| 3Y | -20.7% | +98.7% | -119.4% | -33.5% |
| 5Y | -27.2% | +105.0% | -132.2% | -40.4% |
| All | +504.4% | +210.5% | +293.9% | +398.6% |
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