+103.3%
NU vs IAU
+126.4%
-23.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.9% | -3.1% | -2.4% |
| 7D | -2.6% | +0.2% | -2.8% | -2.7% |
| 30D | +8.2% | +0.2% | +8.0% | +8.2% |
| 3M | +26.3% | +3.3% | +23.0% | +24.9% |
| 6M | +2.2% | -14.6% | +16.8% | +6.1% |
| YTD | -10.4% | +1.9% | -12.3% | -10.2% |
| 1Y | -3.0% | +20.9% | -23.8% | -5.9% |
| All | +103.3% | +126.4% | -23.1% | +61.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling