-7.8%
NVTS vs IAU
+146.5%
-154.3%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.8% | +7.2% | +6.9% |
| 7D | +2.7% | -0.5% | +3.2% | +3.1% |
| 30D | -4.5% | +4.4% | -8.9% | -7.2% |
| 3M | -61.5% | -1.1% | -60.5% | -61.0% |
| 6M | +28.0% | -13.7% | +41.7% | +40.3% |
| YTD | +65.3% | +2.7% | +62.5% | +67.0% |
| 1Y | +113.0% | +24.6% | +88.4% | +107.4% |
| 3Y | +34.7% | +126.8% | -92.1% | +1.0% |
| All | -7.8% | +146.5% | -154.3% | -36.9% |
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