+52.7%
NTAP vs IAU
+19.9%
+32.8%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.9% | -3.2% | -2.4% |
| 7D | +2.2% | +0.2% | +2.0% | +2.2% |
| 30D | -7.0% | +0.2% | -7.3% | -7.1% |
| 3M | +12.3% | +3.3% | +9.0% | +11.8% |
| 6M | +85.1% | -14.6% | +99.7% | +85.9% |
| YTD | +74.8% | +1.9% | +72.9% | +77.3% |
| 1Y | +52.7% | +20.9% | +31.8% | +55.5% |
| All | +52.7% | +19.9% | +32.8% | +55.5% |
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