+2,771.1%
NOW vs IAU
+167.8%
+2,603.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.8% | -2.1% | -3.0% |
| 7D | -2.4% | -0.5% | -1.9% | -2.4% |
| 30D | +20.5% | +4.4% | +16.1% | +20.4% |
| 3M | +18.3% | -1.1% | +19.4% | +18.4% |
| 6M | +24.1% | -13.7% | +37.8% | +24.2% |
| YTD | -7.8% | +2.7% | -10.5% | -8.1% |
| 1Y | -21.4% | +24.6% | -46.0% | -22.2% |
| 3Y | +19.5% | +126.8% | -107.3% | +16.1% |
| 5Y | +4.1% | +139.5% | -135.4% | +0.3% |
| 10Y | +826.4% | +226.3% | +600.2% | +841.9% |
| All | +2,771.1% | +167.8% | +2,603.3% | +2,971.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling