-12.6%
NVDA vs IAU
-8.1%
-4.5%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.1% | -2.1% | -2.1% |
| 7D | -12.7% | -4.6% | -8.2% | -11.3% |
| 30D | -26.4% | -5.4% | -21.0% | -25.0% |
| 3M | -27.6% | -10.9% | -16.8% | -24.6% |
| 6M | -27.7% | -17.4% | -10.4% | -23.4% |
| YTD | -12.5% | -10.2% | -2.3% | -5.3% |
| 1Y | -12.6% | -7.1% | -5.6% | -3.0% |
| All | -12.6% | -8.1% | -4.5% | -3.0% |
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