+209.1%
INTU vs INDA
+83.0%
+126.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | +0.4% |
| 7D | -9.2% | -3.6% | -5.5% | -7.0% |
| 30D | -7.0% | -4.0% | -3.1% | -4.6% |
| 3M | +10.5% | +1.7% | +8.8% | +9.2% |
| 6M | -30.6% | -3.6% | -26.9% | -29.4% |
| YTD | -52.3% | -11.0% | -41.4% | -49.1% |
| 1Y | -51.8% | -9.5% | -42.3% | -49.1% |
| 3Y | -41.8% | +7.6% | -49.5% | -46.1% |
| 5Y | -42.8% | +4.8% | -47.6% | -45.7% |
| All | +209.1% | +83.0% | +126.1% | +115.0% |
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 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