+252.1%
INTC vs INDA
+84.7%
+167.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.0% | +1.7% | +1.9% |
| 7D | +7.5% | -2.7% | +10.1% | +9.6% |
| 30D | +2.0% | -2.8% | +4.7% | +4.0% |
| 3M | -12.0% | +1.6% | -13.6% | -12.9% |
| 6M | +114.5% | -1.4% | +116.0% | +118.3% |
| YTD | +179.0% | -10.1% | +189.1% | +203.0% |
| 1Y | +318.3% | -8.8% | +327.1% | +348.6% |
| 3Y | +171.2% | +7.6% | +163.6% | +161.5% |
| 5Y | +107.6% | +5.8% | +101.8% | +102.7% |
| All | +252.1% | +84.7% | +167.4% | +152.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling