+78.6%
INTU vs GLDM
+225.0%
-146.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.9% | -2.8% | -1.1% |
| 7D | -3.9% | +5.0% | -8.9% | -4.4% |
| 30D | +11.7% | -1.3% | +13.0% | +11.8% |
| 3M | +4.5% | -4.7% | +9.2% | +4.9% |
| 6M | -13.9% | -12.4% | -1.5% | -12.8% |
| YTD | -48.2% | -4.1% | -44.2% | -48.8% |
| 1Y | -47.1% | +3.3% | -50.5% | -48.6% |
| 3Y | -32.5% | +110.9% | -143.4% | -45.2% |
| 5Y | -42.6% | +124.8% | -167.3% | -55.0% |
| All | +78.6% | +225.0% | -146.5% | +46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GLDM.
Daily Out/Under-Performance
Portfolio return minus GLDM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLDM 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 GLDM 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