+212.2%
GLD vs INTU
+251.7%
-39.4%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.0% | +2.8% | +1.9% |
| 7D | +4.9% | -3.9% | +8.9% | +5.0% |
| 30D | -1.3% | +11.7% | -13.0% | -1.6% |
| 3M | -4.8% | +4.5% | -9.2% | -4.9% |
| 6M | -12.5% | -13.9% | +1.4% | -12.4% |
| YTD | -4.2% | -48.2% | +44.0% | -2.6% |
| 1Y | +3.0% | -47.1% | +50.2% | +4.7% |
| 3Y | +109.1% | -32.5% | +141.6% | +109.7% |
| 5Y | +121.6% | -42.6% | +164.1% | +122.2% |
| 10Y | +212.2% | +235.3% | -23.1% | +204.6% |
| All | +212.2% | +251.7% | -39.4% | +204.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling