-38.5%
INTU vs IAU
+129.2%
-167.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.8% | -2.5% | -3.4% |
| 7D | -7.1% | -0.5% | -6.6% | -7.1% |
| 30D | +1.5% | +4.4% | -3.0% | +1.7% |
| 3M | +10.7% | -1.1% | +11.7% | +10.8% |
| 6M | -23.8% | -13.7% | -10.1% | -23.9% |
| YTD | -49.3% | +2.7% | -52.0% | -49.6% |
| 1Y | -49.7% | +24.6% | -74.3% | -51.1% |
| All | -38.5% | +129.2% | -167.6% | -43.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling