+68.1%
NTAP vs IAU
+2.6%
+65.5%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.7% | -5.3% | -2.1% |
| 7D | -16.1% | -0.3% | -15.8% | -16.0% |
| 30D | -15.9% | -1.9% | -14.1% | -15.7% |
| 3M | -1.2% | -0.4% | -0.8% | -1.4% |
| 6M | +70.1% | -10.1% | +80.2% | +71.3% |
| YTD | +77.9% | -5.9% | +83.9% | +84.4% |
| 1Y | +68.1% | +2.9% | +65.2% | +69.9% |
| All | +68.1% | +2.6% | +65.5% | +69.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling