+205.0%
GLD vs INTU
+247.3%
-42.3%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.8% | +3.0% | -0.7% |
| 7D | +4.7% | +0.1% | +4.6% | +4.7% |
| 30D | -0.9% | +15.4% | -16.3% | -1.2% |
| 3M | -4.4% | +6.6% | -11.0% | -4.6% |
| 6M | -13.6% | -11.3% | -2.3% | -13.5% |
| YTD | -6.0% | -47.7% | +41.7% | -4.4% |
| 1Y | +1.8% | -47.0% | +48.8% | +3.4% |
| 3Y | +103.2% | -29.9% | +133.1% | +103.5% |
| 5Y | +119.3% | -42.2% | +161.5% | +119.9% |
| All | +205.0% | +247.3% | -42.3% | +198.2% |
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