-34.1%
INTU vs IAU
+99.0%
-133.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.5% |
| 7D | +0.1% | -4.6% | +4.6% | -0.1% |
| 30D | +10.1% | -5.4% | +15.5% | +9.8% |
| 3M | -4.2% | -10.9% | +6.7% | -4.5% |
| 6M | -7.2% | -17.4% | +10.1% | -7.7% |
| YTD | -47.7% | -10.2% | -37.5% | -48.4% |
| 1Y | -46.7% | -7.1% | -39.6% | -47.7% |
| 3Y | -34.1% | +97.7% | -131.8% | -45.7% |
| All | -34.1% | +99.0% | -133.1% | -45.7% |
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