+41.5%
NU vs IAU
+141.0%
-99.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.5% | -3.2% | -2.8% |
| 7D | -4.9% | -2.0% | -2.9% | -4.3% |
| 30D | +7.8% | -1.5% | +9.3% | +8.4% |
| 3M | +20.9% | +3.3% | +17.7% | +19.6% |
| 6M | +0.9% | -16.2% | +17.1% | +5.9% |
| YTD | -12.7% | +0.7% | -13.3% | -12.8% |
| 1Y | -6.4% | +19.2% | -25.6% | -10.7% |
| 3Y | +98.1% | +124.4% | -26.3% | +49.3% |
| All | +41.5% | +141.0% | -99.5% | -7.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling