+50.0%
NXPI vs IAU
+110.6%
-60.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.8% | +1.4% | +2.8% |
| 7D | -0.3% | +4.9% | -5.2% | -1.7% |
| 30D | +12.7% | -1.4% | +14.1% | +13.1% |
| 3M | +7.5% | -4.8% | +12.2% | +8.8% |
| 6M | -12.3% | -12.5% | +0.2% | -10.0% |
| YTD | +19.7% | -4.2% | +23.9% | +20.7% |
| 1Y | +27.6% | +3.1% | +24.5% | +26.6% |
| 3Y | +50.0% | +110.0% | -60.0% | +24.6% |
| All | +50.0% | +110.6% | -60.6% | +24.6% |
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