+211.0%
INTU vs IAU
+221.5%
-10.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.5% | -1.7% |
| 7D | -8.5% | +0.2% | -8.6% | -8.5% |
| 30D | -6.1% | +0.2% | -6.3% | -6.2% |
| 3M | +7.3% | +3.3% | +4.1% | +7.0% |
| 6M | -33.2% | -14.6% | -18.7% | -32.0% |
| YTD | -52.2% | +1.9% | -54.0% | -52.9% |
| 1Y | -52.7% | +20.9% | -73.6% | -55.1% |
| 3Y | -41.6% | +127.5% | -169.1% | -52.1% |
| 5Y | -42.6% | +141.9% | -184.6% | -54.2% |
| 10Y | +211.0% | +222.8% | -11.7% | +148.9% |
| All | +211.0% | +221.5% | -10.5% | +148.9% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling