-51.6%
INTU vs INDA
-8.3%
-43.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.6% |
| 7D | -8.5% | -2.6% | -5.9% | -8.5% |
| 30D | -6.1% | -2.9% | -3.2% | -6.2% |
| 3M | +7.3% | +2.4% | +5.0% | +7.6% |
| 6M | -33.2% | -2.6% | -30.6% | -33.1% |
| YTD | -52.2% | -10.0% | -42.2% | -52.0% |
| All | -51.6% | -8.3% | -43.4% | -51.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling