-19.5%
NOW vs IAU
+104.5%
-124.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.1% | +4.3% | +3.2% |
| 7D | -5.6% | -2.0% | -3.6% | -5.5% |
| 30D | -26.8% | -4.4% | -22.3% | -26.6% |
| 3M | -19.4% | -8.9% | -10.5% | -19.3% |
| 6M | +12.3% | -15.9% | +28.3% | +12.3% |
| YTD | -32.9% | -7.8% | -25.2% | -33.5% |
| 1Y | -40.3% | -3.8% | -36.5% | -41.0% |
| All | -19.5% | +104.5% | -124.0% | -24.9% |
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