+58.1%
INTC vs INDA
+16.8%
+41.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.2% | -2.3% | -2.3% |
| 7D | +6.0% | +1.1% | +4.9% | +4.9% |
| 30D | -39.2% | +9.4% | -48.6% | -44.9% |
| 3M | -42.9% | +2.9% | -45.9% | -44.8% |
| 6M | -50.4% | +7.2% | -57.6% | -53.8% |
| YTD | +61.7% | -4.8% | +66.5% | +68.5% |
| 1Y | +66.1% | -5.1% | +71.2% | +73.4% |
| 3Y | +58.1% | +16.7% | +41.5% | +63.4% |
| All | +58.1% | +16.8% | +41.3% | +63.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling