+506.3%
NOW vs IAU
+208.6%
+297.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.6% | -0.4% | -2.7% |
| 7D | -8.7% | +2.8% | -11.6% | -9.1% |
| 30D | -29.3% | -4.0% | -25.3% | -28.9% |
| 3M | -21.8% | -8.2% | -13.6% | -21.0% |
| 6M | +9.2% | -14.8% | +24.0% | +11.3% |
| YTD | -35.0% | -6.7% | -28.3% | -35.2% |
| 1Y | -42.5% | -2.2% | -40.3% | -43.2% |
| 3Y | -21.5% | +106.7% | -128.3% | -34.5% |
| 5Y | -25.8% | +114.8% | -140.6% | -39.6% |
| 10Y | +506.3% | +213.0% | +293.4% | +395.5% |
| All | +506.3% | +208.6% | +297.7% | +395.5% |
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