-16.3%
NOW vs IAU
+103.2%
-119.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.3% |
| 7D | -3.0% | +4.7% | -7.7% | -3.2% |
| 30D | -26.0% | -0.9% | -25.2% | -26.0% |
| 3M | -13.1% | -4.4% | -8.7% | -13.0% |
| 6M | +14.5% | -13.5% | +28.0% | +14.4% |
| YTD | -33.4% | -5.9% | -27.5% | -34.0% |
| 1Y | -40.6% | +1.9% | -42.5% | -41.4% |
| 3Y | -16.3% | +104.1% | -120.4% | -19.9% |
| All | -16.3% | +103.2% | -119.6% | -19.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling