+2,605.8%
NVO vs IAU
+858.9%
+1,746.9%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.7% | -1.4% | -2.8% |
| 7D | +0.1% | +0.7% | -0.6% | 0.0% |
| 30D | -3.2% | +0.3% | -3.6% | -3.3% |
| 3M | +11.5% | +0.7% | +10.8% | +11.2% |
| 6M | +22.9% | -15.5% | +38.4% | +26.3% |
| YTD | -6.8% | +1.0% | -7.8% | -7.7% |
| 1Y | -12.6% | +19.6% | -32.2% | -16.2% |
| 3Y | -49.6% | +125.4% | -175.0% | -57.1% |
| 5Y | +0.6% | +140.7% | -140.2% | -15.8% |
| 10Y | +148.3% | +218.1% | -69.9% | +96.1% |
| All | +2,605.8% | +858.9% | +1,746.9% | +1,375.2% |
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