+45.4%
NU vs IAU
+139.7%
-94.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.9% | +0.7% |
| 7D | -4.2% | -3.4% | -0.8% | -3.1% |
| 30D | +10.0% | -1.1% | +11.1% | +10.5% |
| 3M | +29.3% | +5.8% | +23.4% | +27.0% |
| 6M | +0.9% | -16.9% | +17.9% | +6.2% |
| YTD | -10.3% | +0.1% | -10.4% | -10.2% |
| 1Y | -3.2% | +18.4% | -21.6% | -7.4% |
| 3Y | +120.6% | +123.6% | -3.0% | +66.4% |
| All | +45.4% | +139.7% | -94.3% | -4.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling