+521.8%
NOW vs IAU
+209.9%
+311.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.1% | +4.3% | +3.3% |
| 7D | -5.6% | -2.0% | -3.6% | -5.3% |
| 30D | -26.8% | -4.4% | -22.3% | -26.3% |
| 3M | -19.4% | -8.9% | -10.5% | -18.5% |
| 6M | +12.3% | -15.9% | +28.3% | +14.6% |
| YTD | -32.9% | -7.8% | -25.2% | -33.1% |
| 1Y | -40.3% | -3.8% | -36.5% | -40.9% |
| 3Y | -19.1% | +104.3% | -123.4% | -32.4% |
| 5Y | -24.4% | +111.2% | -135.6% | -38.3% |
| 10Y | +521.8% | +216.4% | +305.4% | +409.3% |
| All | +521.8% | +209.9% | +311.9% | +409.3% |
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