+65.0%
INTC vs IAU
-3.8%
+68.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.1% | +8.7% | +8.3% |
| 7D | +7.3% | -2.0% | +9.2% | +8.6% |
| 30D | -38.3% | -4.4% | -33.9% | -36.1% |
| 3M | -36.0% | -8.9% | -27.1% | -32.0% |
| 6M | -51.7% | -15.9% | -35.8% | -46.6% |
| YTD | +69.4% | -7.8% | +77.1% | +88.1% |
| All | +65.0% | -3.8% | +68.8% | +71.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling