+205.6%
GLD vs INTU
+230.7%
-25.1%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.7% | -2.1% | -2.8% |
| 7D | -5.5% | -4.1% | -1.4% | -5.4% |
| 30D | -7.0% | +12.8% | -19.9% | -7.3% |
| 3M | -12.4% | +2.1% | -14.5% | -12.4% |
| 6M | -18.0% | -11.5% | -6.6% | -17.9% |
| YTD | -10.5% | -47.9% | +37.5% | -8.9% |
| 1Y | -8.1% | -47.7% | +39.6% | -6.5% |
| 3Y | +97.7% | -34.0% | +131.7% | +98.5% |
| 5Y | +103.4% | -43.5% | +147.0% | +104.2% |
| All | +205.6% | +230.7% | -25.1% | +195.1% |
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 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