+216.0%
GLD vs INTU
+221.9%
-5.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.4% | +2.5% | -0.8% |
| 7D | -0.5% | -7.1% | +6.6% | -0.4% |
| 30D | +4.4% | +1.5% | +2.9% | +4.4% |
| 3M | -1.1% | +10.7% | -11.8% | -1.3% |
| 6M | -13.8% | -23.8% | +10.1% | -13.4% |
| YTD | +2.6% | -49.3% | +51.9% | +4.5% |
| 1Y | +24.5% | -49.7% | +74.2% | +26.7% |
| 3Y | +125.8% | -38.0% | +163.9% | +127.2% |
| 5Y | +137.8% | -38.7% | +176.5% | +137.7% |
| All | +216.0% | +221.9% | -5.8% | +213.5% |
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