+102.3%
INTC vs INDA
+4.5%
+97.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.2% | -4.4% | -4.4% |
| 7D | +9.4% | -3.6% | +13.1% | +13.6% |
| 30D | +2.7% | -4.0% | +6.6% | +6.9% |
| 3M | -6.3% | +1.7% | -8.0% | -7.6% |
| 6M | +114.5% | -3.6% | +118.1% | +123.7% |
| YTD | +171.9% | -11.0% | +182.9% | +205.9% |
| 1Y | +305.0% | -9.5% | +314.5% | +346.8% |
| 3Y | +168.3% | +7.6% | +160.7% | +151.5% |
| 5Y | +102.3% | +4.8% | +97.5% | +90.8% |
| All | +102.3% | +4.5% | +97.8% | +90.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling