-33.9%
INTU vs INDA
+18.0%
-51.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.1% | +0.5% |
| 7D | -1.2% | +6.2% | -7.4% | -3.2% |
| 30D | +12.4% | +12.4% | +0.1% | +8.3% |
| 3M | +2.3% | +3.2% | -0.9% | +1.1% |
| 6M | -13.3% | +3.8% | -17.1% | -14.4% |
| YTD | -47.9% | -4.3% | -43.6% | -46.8% |
| 1Y | -47.2% | -4.5% | -42.7% | -46.0% |
| 3Y | -33.9% | +17.1% | -51.0% | -42.8% |
| All | -33.9% | +18.0% | -51.9% | -42.8% |
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 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