+45.3%
NVTS vs IAU
+125.1%
-79.9%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.7% | +3.4% | +3.0% |
| 7D | +9.7% | +0.7% | +9.0% | +8.9% |
| 30D | -13.6% | +0.3% | -13.9% | -13.9% |
| 3M | -51.0% | +0.7% | -51.7% | -51.0% |
| 6M | +46.3% | -15.5% | +61.8% | +63.5% |
| YTD | +68.1% | +1.0% | +67.1% | +73.0% |
| 1Y | +113.9% | +19.6% | +94.3% | +119.4% |
| 3Y | +45.3% | +125.4% | -80.2% | +38.0% |
| All | +45.3% | +125.1% | -79.9% | +38.0% |
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