+235.3%
INTU vs IAU
+209.6%
+25.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.8% | -2.8% | -1.1% |
| 7D | -3.9% | +4.9% | -8.8% | -4.4% |
| 30D | +11.7% | -1.4% | +13.1% | +11.8% |
| 3M | +4.5% | -4.8% | +9.3% | +4.9% |
| 6M | -13.9% | -12.5% | -1.4% | -12.8% |
| YTD | -48.2% | -4.2% | -44.0% | -48.7% |
| 1Y | -47.1% | +3.1% | -50.3% | -48.4% |
| 3Y | -32.5% | +110.0% | -142.5% | -44.3% |
| 5Y | -42.6% | +123.1% | -165.6% | -54.0% |
| 10Y | +235.3% | +216.7% | +18.6% | +173.1% |
| All | +235.3% | +209.6% | +25.7% | +173.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling