+504.6%
NOW vs IAU
+209.6%
+295.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -1.1% | +0.5% |
| 7D | -3.1% | +4.9% | -8.0% | -3.7% |
| 30D | -27.0% | -1.4% | -25.7% | -26.9% |
| 3M | -17.7% | -4.8% | -12.9% | -17.3% |
| 6M | +12.7% | -12.5% | +25.2% | +14.4% |
| YTD | -32.9% | -4.2% | -28.7% | -33.4% |
| 1Y | -40.4% | +3.1% | -43.5% | -41.7% |
| 3Y | -17.1% | +110.0% | -127.1% | -31.0% |
| 5Y | -25.7% | +123.1% | -148.7% | -40.0% |
| 10Y | +504.6% | +216.7% | +287.9% | +389.8% |
| All | +504.6% | +209.6% | +295.0% | +389.8% |
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