-30.1%
NVTS vs IAU
+115.4%
-145.5%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.1% | -6.5% | -6.5% |
| 7D | +3.9% | -4.6% | +8.5% | +7.9% |
| 30D | -4.3% | -5.4% | +1.1% | +0.1% |
| 3M | -34.5% | -10.9% | -23.6% | -28.2% |
| 6M | -57.7% | -17.4% | -40.4% | -51.1% |
| YTD | +25.4% | -10.2% | +35.6% | +40.8% |
| 1Y | +13.1% | -7.1% | +20.2% | +24.8% |
| 3Y | +48.9% | +97.7% | -48.8% | +23.9% |
| 5Y | -51.8% | +105.3% | -157.1% | -63.4% |
| All | -30.1% | +115.4% | -145.5% | -46.9% |
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