+318.3%
INTC vs IAU
+19.7%
+298.6%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.5% | +2.1% | +2.4% |
| 7D | +7.5% | -2.0% | +9.5% | +8.5% |
| 30D | +2.0% | -1.5% | +3.5% | +2.5% |
| 3M | -12.0% | +3.3% | -15.2% | -13.8% |
| 6M | +114.5% | -16.2% | +130.8% | +124.3% |
| YTD | +179.0% | +0.7% | +178.3% | +198.1% |
| 1Y | +318.3% | +19.2% | +299.1% | +542.7% |
| All | +318.3% | +19.7% | +298.6% | +542.7% |
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