+57.4%
INTC vs INDA
-7.3%
+64.7%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.7% | -6.5% | -6.4% |
| 7D | -39.0% | +6.9% | -45.9% | -43.5% |
| 30D | -49.8% | +7.4% | -57.3% | -54.0% |
| 3M | -42.2% | -1.0% | -41.2% | -41.0% |
| 6M | -39.2% | +2.9% | -42.0% | -40.6% |
| YTD | +57.9% | -7.4% | +65.4% | +58.6% |
| 1Y | +57.4% | -7.4% | +64.7% | +59.0% |
| All | +57.4% | -7.3% | +64.7% | +59.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 1y: compounded portfolio wealth divided by compounded INDA 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…
1y analysis · Full analysis span regression · 6 months rolling