+911.9%
NVDA vs IAU
+141.6%
+770.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.1% |
| 7D | -0.3% | +0.2% | -0.5% | -0.4% |
| 30D | +2.8% | +0.2% | +2.6% | +2.8% |
| 3M | +7.4% | +3.3% | +4.2% | +6.6% |
| 6M | +22.6% | -14.6% | +37.2% | +25.7% |
| YTD | +20.1% | +1.9% | +18.2% | +19.8% |
| 1Y | +31.2% | +20.9% | +10.3% | +27.2% |
| 3Y | +391.7% | +127.5% | +264.2% | +310.0% |
| 5Y | +911.9% | +141.9% | +770.0% | +652.9% |
| All | +911.9% | +141.6% | +770.3% | +652.9% |
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