+23.5%
INTC vs IAU
+114.3%
-90.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.6% | +0.5% | -0.9% |
| 7D | -4.0% | +2.8% | -6.8% | -5.4% |
| 30D | -44.5% | -4.0% | -40.5% | -43.2% |
| 3M | -40.4% | -8.2% | -32.2% | -38.0% |
| 6M | -53.5% | -14.8% | -38.7% | -50.2% |
| YTD | +57.5% | -6.7% | +64.2% | +63.9% |
| 1Y | +51.2% | -2.2% | +53.4% | +54.7% |
| 3Y | +51.6% | +106.7% | -55.1% | +11.1% |
| 5Y | +23.5% | +114.8% | -91.3% | -15.2% |
| All | +23.5% | +114.3% | -90.8% | -15.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling