+243.2%
INTC vs IAU
+218.5%
+24.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.7% | -3.9% | -5.0% |
| 7D | +9.4% | -3.4% | +12.8% | +10.6% |
| 30D | +2.7% | -1.1% | +3.8% | +2.9% |
| 3M | -6.3% | +5.8% | -12.1% | -8.1% |
| 6M | +114.5% | -16.9% | +131.4% | +124.8% |
| YTD | +171.9% | +0.1% | +171.7% | +173.2% |
| 1Y | +305.0% | +18.4% | +286.6% | +290.6% |
| 3Y | +168.3% | +123.6% | +44.8% | +119.0% |
| 5Y | +102.3% | +138.7% | -36.4% | +61.9% |
| All | +243.2% | +218.5% | +24.7% | +172.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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