+179.9%
INTC vs INDA
+8.1%
+171.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.9% | +2.5% | +2.6% |
| 7D | +18.0% | -2.6% | +20.6% | +21.2% |
| 30D | +8.9% | -2.9% | +11.9% | +12.3% |
| 3M | -1.6% | +2.4% | -3.9% | -3.8% |
| 6M | +133.1% | -2.6% | +135.7% | +139.7% |
| YTD | +187.9% | -10.0% | +197.9% | +219.2% |
| 1Y | +334.7% | -7.7% | +342.4% | +367.4% |
| All | +179.9% | +8.1% | +171.8% | +147.9% |
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