+474.2%
NVDA vs IAU
+111.4%
+362.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.1% | +4.0% | +3.1% |
| 7D | -13.2% | -2.0% | -11.2% | -12.8% |
| 30D | -23.2% | -4.4% | -18.8% | -22.4% |
| 3M | -20.0% | -8.9% | -11.1% | -18.2% |
| 6M | -20.6% | -15.9% | -4.7% | -17.6% |
| YTD | -6.6% | -7.8% | +1.1% | -4.6% |
| 1Y | -9.8% | -3.8% | -6.1% | -8.6% |
| 3Y | +260.5% | +104.3% | +156.2% | +205.3% |
| 5Y | +474.2% | +111.2% | +363.0% | +337.4% |
| All | +474.2% | +111.4% | +362.7% | +337.4% |
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