+80.3%
INTU vs GLDM
+219.1%
-138.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.8% | -3.0% | -3.7% |
| 7D | +0.1% | +4.7% | -4.5% | -0.3% |
| 30D | +15.4% | -0.9% | +16.3% | +15.5% |
| 3M | +6.6% | -4.3% | +10.9% | +6.9% |
| 6M | -11.3% | -13.4% | +2.1% | -10.1% |
| YTD | -47.7% | -5.8% | -41.9% | -48.2% |
| 1Y | -47.0% | +2.1% | -49.1% | -48.4% |
| 3Y | -29.9% | +105.0% | -135.0% | -42.9% |
| 5Y | -42.2% | +122.5% | -164.7% | -54.8% |
| All | +80.3% | +219.1% | -138.8% | +48.3% |
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