+651.2%
NVDL vs IAU
+122.5%
+528.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.7% | -3.0% | -3.9% |
| 7D | -8.7% | -3.4% | -5.3% | -7.3% |
| 30D | -1.3% | -1.1% | -0.2% | -0.6% |
| 3M | +11.4% | +5.8% | +5.5% | +9.4% |
| 6M | +22.9% | -16.9% | +39.8% | +28.9% |
| YTD | +15.4% | +0.1% | +15.3% | +18.3% |
| 1Y | +18.8% | +18.4% | +0.4% | +19.0% |
| All | +651.2% | +122.5% | +528.8% | +660.0% |
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 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