-27.2%
INTU vs GLDM
+105.8%
-133.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.4% | -0.5% |
| 7D | +7.1% | +1.9% | +5.3% | +7.2% |
| 30D | +23.0% | -1.7% | +24.7% | +22.9% |
| 3M | +8.7% | -3.5% | +12.2% | +8.6% |
| 6M | -10.1% | -10.1% | 0.0% | -10.4% |
| YTD | -45.7% | -5.0% | -40.6% | -46.3% |
| 1Y | -45.1% | +2.8% | -47.9% | -46.2% |
| All | -27.2% | +105.8% | -133.0% | -37.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling