+2.8%
GLD vs INTU
-46.5%
+49.3%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.5% | +0.2% | +3.8% |
| 7D | -0.3% | +8.7% | -8.9% | +0.1% |
| 30D | -1.9% | +25.9% | -27.7% | -0.8% |
| 3M | -0.4% | +10.7% | -11.2% | +0.2% |
| 6M | -10.2% | -11.6% | +1.4% | -11.0% |
| YTD | -6.0% | -45.4% | +39.4% | -8.9% |
| 1Y | +2.8% | -45.2% | +48.0% | -0.1% |
| All | +2.8% | -46.5% | +49.3% | -0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 1y: compounded portfolio wealth divided by compounded INTU 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…
1y analysis · Full analysis span regression · 6 months rolling