-25.1%
NOW vs IAU
+105.6%
-130.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | +0.3% | -4.6% | +4.9% | +0.8% |
| 30D | -27.0% | -5.4% | -21.5% | -26.5% |
| 3M | -19.6% | -10.9% | -8.8% | -18.7% |
| 6M | +17.5% | -17.4% | +34.8% | +19.4% |
| YTD | -33.3% | -10.2% | -23.0% | -33.6% |
| 1Y | -39.8% | -7.1% | -32.8% | -40.5% |
| 3Y | -19.9% | +97.7% | -117.6% | -35.1% |
| All | -25.1% | +105.6% | -130.7% | -44.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling