+2,494.8%
NVDL vs IAU
+135.5%
+2,359.3%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.7% | -3.0% | -4.0% |
| 7D | -8.7% | -3.4% | -5.3% | -7.4% |
| 30D | -1.3% | -1.1% | -0.2% | -0.6% |
| 3M | +11.4% | +5.8% | +5.5% | +9.6% |
| 6M | +22.9% | -16.9% | +39.8% | +28.2% |
| YTD | +15.4% | +0.1% | +15.3% | +18.2% |
| 1Y | +18.8% | +18.4% | +0.4% | +19.6% |
| 3Y | +641.4% | +123.6% | +517.8% | +603.9% |
| All | +2,494.8% | +135.5% | +2,359.3% | +1,991.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling